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Social Security Reset May Go Away
(General/Articles)
Sometimes things are just too good to be true. We have been talking with our retired clients recently about paying back Social Security benefits – interest and penalty free - that they may have started ...
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Increase Your Social Security Income
(General/Articles)
The recent volatility in the market has caused a few clients to ask if there is anything we can do to make sure their income is not threatened. They probably are thinking about their investments, but ...
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Retirement Is About Living Longer
(General/Articles)
... learning a new activity (like playing the piano) and even a hobby. But what is common among our clients who are enjoying retirement is that there is a defined purpose for them. I recently was talking ...
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Medicare - Here's the 411
(General/Articles)
Knowing when and whether or not to enroll in Medicare are important questions that are coming up more frequently these days among my clients. While I always believed that things got easier as you got ...
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Identity Theft 101
(General/Articles)
... in early February for our clients and we will include these discussions more in our client meetings. We loved some of the ideas that were discussed. Here are the top three: Review your credit reports ...
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Employee Satisfaction - Your Cornerstone of Productivity
(General/Articles)
... to hire and the time hiring takes away from the core business of our clients. If there is a compelling business reason to address employee satisfaction, we think reducing turnover is at the top of the ...
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About
(General/About)
... life-long relationships with clients to act as a conduit between having resources and creating a lifestyle. We act independently to serve not corporate but clients' best interests. We accomplish ...
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Services
(General/Services)
We believe that clients are really making two decisions when they hire us, and they are not mutually exclusive. Wealth management is ongoing financial planning, as well as investment management. ...
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Important Disclaimer
(General/main)
You agree with Boeckermann, Grafstrom & Mayer Wealth Management ("we","our", "us," as the case may be) as follows: Our Web Site (the “Site”) was designed to help our advisory clients view information ...
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Our Process
(General/About)
We offer an initial consultation at no charge. We use this meeting to define clients’ goals and objectives, to analyze their current financial situation, and to determine if our styles would be a good ...
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I would rather have you pick individual stocks. Would you do that for me?
(General/FAQ)
No. We believe that our forte is in advising clients, not picking stocks. Our investment process allows us to screen for the best investments in each asset class. There is no way we could give the same ...
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Can you provide references?
(General/FAQ)
... current clients’ time is respected. ...
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Will you work with me on an engagement basis only, not managing my money?
(General/FAQ)
The short answer is yes, but remember that we would prefer to work with clients who want us to be their main financial advisor. If we only work with people on a project here and there, we can never be ...
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Can you show me how you have performed for your clients?
(General/FAQ)
Unfortunately, we are not able to show you a composite performance number because no one client is the same. We provide a different portfolio for each client so that he or she can meet their goals within ...
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Who will I work with in your office?
(General/FAQ)
... we would always encourage you to contact a shareholder. We will never relegate clients to being just numbers. ...
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What makes Boeckermann, Grafstrom & Mayer Wealth Management different?
(General/FAQ)
Service - We focus our services on providing clients with all the solutions needed. The owners of our firm are also owners of an accounting firm (Boeckermann, Grafstrom & Mayer P.A.) and a trust company ...
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Ongoing Services
(General/Services)
While the initial financial planning and investment management is a good start, clients continue to have financial issues arise that need additional attention. We encourage our clients to call us first. ...
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Multiple Retirement Options
(General/Articles)
... did not gain traction in life until they hit their 50s. In your 50s you finally have the network of people and the wisdom to succeed in business. Why quit then? Our happiest clients over the past year ...
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Fees
(General/About)
We strive to provide the highest level of service clients have ever experienced in an advisory relationship. They deserve this, whether they are new or existing clients. To that end we advise on ...
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Why BGM Wealth
(General/About)
... We believe in understanding clients’ lifestyles and goals, addressing their initial concerns, and then developing comprehensive financial plans that will maintain and increase their wealth. We measure ...