Robert L. Riedl

President & CEO

CFP®, CPA, AWMA, CFC

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Endowment Wealth Management Inc.Corp Headquarters, W6272 Communication Court, Appleton, WI 54914-8531

My Approach

Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.

The Clients I Serve

Executives

You have worked hard at your profession and have accumulated your personal wealth, now might be the time to seek professional guidance on how to tax efficiently and risk effectively protect and grow it for your family! Our team of experienced professionals will provide you with a comprehensive Family Wealth Plan so that you can enjoy your pre- and post-retirement years, while we help you protect your greatest asset, your family.

Physicians & Healthcare

Retirees or Seniors

Major Milestones I Specialize In

Early Retirement or Financial Independence

When planning for your early retirement and financial independence needs, starting early to establish an integrated long-term retirement plan is the key! The more years you have to establish your plan, the more tax efficient and risk efficient the retirement plan will be! Thus, the challenges related to establishing your post-retirement annual income distributions, major expense planning, medical coverage, portfolio structure, tax efficient Roth IRA conversions, 529 Collage savings plans, annual tax planning and much more, will be established in advance. Congrats on working hard so that you can retire early and enjoy your financial independence! We look forward to assisting you with creating your comprehensive retirement plan to guide you through your retirement years.

Retirement Planning

To have the confidence to fully enjoy your retirement, you need to have an integrated retirement plan! I look forward to introducing you to Endowment Wealth Management, our experienced professional team and our 3-D Endowment Investment Philosophy. I personally look forward to discussing your personal goals and creating your integrated retirement plan.

Widowhood

I am truly sorry that your spouse recently died and that you are now alone to manage your personal finances. If I can be of any assistance to you, please ask when you are ready. I have numerous clients who came to me after the death of their spouse needing help to understand their finances, taxes and much more. Basically, they wanted independent professional guidance, and they did not want to be dependent on their children. Again, when you are ready to learn more about our firm and how our integrated Wealth Plan will be the foundation of our professional guidance, reach out to me to schedule a call. Rest assured it will just be a casual conversation and not a high-pressure sales call. Take care!

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

Let me begin by congratulating you for taking the time to search out professional financial guidance to assist you with managing your family wealth, achieving your personal goals and leaving a well-planned integrated legacy for your loved ones. Endowment Wealth Management Inc. is an SEC Registered Investment Advisor (SEC RIA) that provides "fee-only fiduciary advice" to all our clients throughout the USA. The key differences and competitive advantages are that we listen to our client's real personal concerns as they strive to protect their most valued asset, their family. Once those concerns are determined, we work as one professional team combining all our areas of financial expertise to address all of our client's unique personal goals, risk efficiently and tax effectively. This is accomplished through the implementation of our client's customized family wealth plan and the utilization of our proprietary 3-D Endowment Investment Philosophy to manage our client's portfolio risk and diversified investment allocations. Our ultimate goal is simply to have all our clients "relax, enjoy their lives and live their adventure" as their newly integrated wealth plan guides their financial life. I personally look forward to meeting you and learning about your personal goals, concerns and family.

Disclosures

This is a general communication being provided for informational purposes only. It is educational in nature and not designed to be a recommendation for any specific investment product, strategy, plan feature or other purpose nor shall it be construed to be the provision of individualized investment, tax or legal advice in any state or jurisdiction where Endowment Wealth Management is not registered or notice filed and does not qualify for an exemption from such registration and notice filing requirements. Any examples used are generic, hypothetical and for illustration purposes only. Prior to making any investment or financial decisions, an investor should seek individualized advice from a personal financial, legal, tax and other professional advisors that take into account all of the particular facts and circumstances of an investor's own situation. Parts of this presentation may be based on information received from sources we consider reliable. We do not represent that all of this information is accurate or complete, however, and it may not be relied upon as such. EWM is not soliciting or recommending any action based on this material. Any opinions expressed in this document may be subject to change without notice. The information contained in this email may not be reproduced or redistributed without the written approval of EWM. All investments involve risk and potential loss of capital and, unless otherwise stated, are not insured or guaranteed. Interests in any alternative investment vehicle are offered only pursuant to the terms of a Confidential Private Placement Memorandum (the "Memorandum"), which is furnished only to qualified investors on a confidential basis for their consideration in connection with the private offering of limited partnership interests. For additional information on this risks of alternative investments, please visit our website.

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.