Your retirement dreams: the most important part of your investment strategy. You visualize the dream, we provide a customized plan.

Personal Wealth/Retirement Management

We shepherd individuals with significant assets and retirement goals towards the retirement they are dreaming of. We take the time to get to know YOU to create a customized and creative plan that enables you to dream big and walk more securely into the future.

The market today offers so many choices for investment vehicles, but regulation and a complex tax climate can leave you struggling to find your way. That’s where we come in. We provide the guidance you need to navigate the investment world, make informed choices, and ultimately aim to see your dreams come to fruition.

We develop individualized retirement plans, handle all of the research necessary to provide solid strategies that address your investment needs, and then seek to build financial strength in your portfolio by working directly with some of the industry’s leading financial investment firms and seeking suitable investment opportunities that address your unique situation.

We utilize the following process, tools, and technologies to maximize your retirement plan to pursue your goals.

Financial Planning Process
Retirement Income Maximizer
Guided Wealth Portfolios Online Platform

Financial Planning Process

We believe good financial planning is the first step to pursuing your goals. At the Segrust Group, we take an ongoing, collaborative approach that adapts to match your changing personal circumstances as well as fluctuations in the economy and capital markets.

As a Segrust Group client, your financial plan won’t be a one-size-fits-all document that sits on a shelf gathering dust. Our professionals will work with you to customize a plan that meets—and evolves with—your unique needs.

Throughout your partnership with us, we will:

Listen closely to understand your life and financial goals.
Determine what it will take for you to achieve your goals.
Create a written analysis of your situation and a recommended action plan based on the priorities you have identified.
Follow-up to make sure your plan stays on track.

Retirement Income Maximizer

Our financial professionals take each individual client personally through the Retirement Income Maximizer tool. This comprehensive process offers up the opportunity for you to talk to us about your personal goals and dreams and give us the chance to show you how you can work towards making those retirement dreams a reality. We know everyone’s dreams and needs are different and we will take the time to make sure your retirement plan addresses yours.

Goal Builder

We’ll walk you through the following discussions:

Independent Analysis

An analysis of your current portfolio will reveal to you your current situation. We will explain how different aspects can affect your income.

Needs Analysis

After we listen to you, we will be able to help you determine how much money you need to retire in the way you dream.

Strategy Builder

This crucial step designs a plan that addresses your personal goals. We do the research, design a personal plan, and discuss potential growth opportunities.

Retirement Coach Program

We continually review your personalized investment strategy. We will continue to work with you making any necessary changes to always ensure that your questions are being addressed.

Guided Wealth Portfolios Online Platform

We are proud to offer our clients access to the Guided Wealth Portfolios Online Platform. This new online platform combines the benefits of a personal financial advisor with sophisticated technology. You still get the Segrust Group experience and insight, but with the added convenience and transparency of an automated investing solution. Guided Wealth Portfolios provides you personalized, objective investment advice through an online platform with 24-7 access to your accounts.

While other digital investing solutions or robo-advisors offer online investment management, most don’t include a direct personal relationship with a dedicated financial advisor. With Guided Wealth Portfolios, we’ll be your personal advisor, dedicated to you and your goals, and helping to guide you through the investing process.

Our Guided Wealth Portfolios service offers:

Personalized Planning, Service, and Advice

The path to your financial goals is personalized and adapted to suit you at every stage in your life. If you ever have any questions, your advisor is only a phone call away.

Intuitive, Intelligent Technology

See your accounts in one place, open new accounts, view your portfolio, and make updates via your personal portal. The technology makes the process fast and easy.

Advanced Wealth Management at a Low Cost

We can implement your personal roadmap using robust, time-tested investment techniques. Receive allocations designed for you and your savings goals, and benefit from trading techniques that may increase diversification and help reduce taxes.

Intelligent Investing

Guided Wealth Portfolios offers investment management designed with the goal of protecting your portfolio against volatility and help you pursue your financial objectives. By investing with us, you receive:

Personalized roadmap – Based on your goals, investing time horizon, and risk preferences, you’ll receive an investment allocation and roadmap designed to help you pursue your objectives. As you get closer to retirement, your allocations will gradually change.
Holistic advice – By considering your retirement objectives and investments, our analysis allows you to work toward your investment goals.
Tax-efficient investing – Through advanced asset analysis, we’ll allocate your assets in a tax-efficient manner, and evaluate the tax impact of each trade before it goes through.
Consistent monitoring – Your portfolio is monitored daily, keeping it on track as markets move, and re-balancing it as needed.
Tax-loss harvesting – If an investment experiences a loss, we may sell it to offset taxable gains in your portfolio. The investments sold are replaced by similar investments to maintain your asset allocation, so you get tax benefits while keeping a properly diversified portfolio.
Financial advice – We’re available if you have a question about your account or investing strategy.

Download our Guided Wealth Portfolio Brochure here!

To get your dynamic proposal and start investing for your future today, go to www.lplguidedwealth.com/TheSegrustGroup.

Any questions or want to get started, give us a call for a complimentary consultation at 847- 468-0439.

Guided Wealth Portfolios (GWP) is a centrally managed, algorithm-based, investment program sponsored by LPL Financial LLC (LPL). GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. FutureAdvisor and LPL are non-affiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor. Both LPL and FutureAdvisor are investment advisors registered with the U.S. Securities and Exchange Commission, and LPL is also a Member FINRA/SIPC.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

References to tax strategies that the GWP service investment management considers in managing accounts should not be confused with tax advice. LPL Financial does not provide tax advice. Clients should consult with their personal tax advisors regarding the tax consequences of investing.