Wealth Plan Design Specialist, Connors Wealth Management
Rhett Wilson of Connors Wealth Management is the firm’s Wealth Plan Design Specialist, helping the advisors create customized financial plans for every client’s household, including Social Security, Medicaid and Medicare analysis and recommendations. Wilson’s background as a financial advisor and his bachelor’s degree in Organizational Management from Northeastern University make him a perfect fit for this detail-oriented position. Connors Wealth uses the industry’s highest-rated software programs to handle a wide range of financial needs from the most comprehensive retirement and estate planning situations to more basic plans. Wilson helps advisors determine each household’s family return index, which is the annual return needed to achieve their goals, as well as a family risk number, which connects the investment proposal to the risk tolerance a client is willing to accept to pursue their return goals. Once these two numbers are in alignment, clients have taken the first step in seeking “True Wealth,” that which money can’t buy and death can’t take away. This wealth planning process provides clients with confidence in knowing whether their assets will sustain their retirement so that they may pursue the most important things in their life.
Cocoa Beach: (321) 868-0732 • Viera: (321) 241-4000
Vero Beach: (772) 231-8242 • ConnorsWealth.com
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Independent Financial Partners (IFP), a registered investment advisor and separate entity from LPL Financial. Insurance products offered through LPL Financial or its licensed affiliates. Marine Bank and Trust and Connors Wealth Management are not registered broker/dealers and are not affiliated with LPL Financial.