Tedd and Betty are busy doing life their way!

They love riding in their convertible, exercising, reading, gardening, watching sports, hanging out with friends and family, and traveling the world on cruise ships!

Tedd and Betty are an intelligent couple that are always looking to be more efficient with their time, so they can enjoy more of the things that matter to them. They know that if they don’t have the Time, Expertise, Desire, and Discipline (TEDD) to do their own financial planning and investment management, they should consider hiring a professional to help them out.

Tedd and Betty have a problem though...

Who to trust?

Tedd wants a fiduciary advisor that looks out for their best interests and isn’t always trying to sell them something. Betty really wants their advisor to consider taxes during the planning process as she feels this has been overlooked in the past.

Tedd and Betty know the world changes frequently and they often change their own minds from day to day. Tedd and Betty want their money to be flexible and liquid and they want an advisor that will incorporate an active dynamic into their plan.

They have questions about Tedd’s 401k rollover and ROTH conversions, how much income to take and from which accounts, and what to do with an inheritance Betty received from her late mother, Helen.

Tedd & Betty respect the opinion of their old friend, No Tread, and decide to ask him what he does for financial advice. No Tread delivers the following...

FIWHEELS...

Is legally bound to a fiduciary standard of care

Begins financial analysis with your tax return

Uses liquid investments to maximize freedom

Is a fee only fiduciary advisor and doesn’t sell financial products for commission

Performs ROTH conversion planning

Investment management is done in house (never farmed out to a third party)

Utilizes reality based guardrails, not hypothetical based simulations

Optimizes asset location according to personal tax strategy

Optimizes income location according to personal tax strategy

Annual tax review & planning by EA

Annual tax prep letter to assist tax preparer

A la carte, transparent pricing

Tedd and Betty think they've found their answer and have the option to book a short intro call to find out if they should meet with a FiWheels Fiduciary Advisor here or they could read on to find out more about these Wheels!

We believe money can buy happiness...

...if you plan it that way!

Next, we believe in giving money a purpose!

Finally, we believe in protecting that purpose with everything you’ve got!

Tedd and Betty feel a sense of relief. They recognize the importance of having a simple three step process to get more of what they want out of life and are excited to get started.

Tedd and Betty decide to book an intro call here.

After the call, Tedd and Betty examine FiWheels' transparent pricing which aligns FiWheels' incentives and accountability with their interests.

FiWheels Financial Planning

Couple: $499/mo*
Single: $399/mo*

*over $7 million is negotiated based on complexity

Betty wants to see a sample client service calendar of what to expect as a FiWheels client and she accesses that HERE.

FiWheels Investment Management

Fixed Income Wheel 0.19%
Asset Allocation Wheel 0.49%
Trading Wheel 1.99%

For more details see our firm brochure on Form ADV Part 2A.

Tedd & Betty are excited to Maximize Freedom and Build their own Pension! Mostly though, they're looking to enjoy more freedom. Let's be real. That's why they hired FiWheels!

Tedd & Betty would like to thank you for reading their story and remind you to get started on your own journey. Don’t miss out on doing more of what you want. Life is short. Get started now HERE!

Tedd and Betty were excited to share their FiWheels experience with friends and asked what types of clients FiWheels generally works with...

Our freedom loving clients tend to begin the pension building process with a lump sum from one or more of the following:

401k
IRA
Taxable brokerage account
Proceeds from an asset sale
Inheritance
Settlement
Lottery winnings
Sports contract

Hi, I'm Chris Oswalt, Founder and CEO of FiWheels. After holding numerous jobs in financial services that ranged from intern to CEO, I became disenchanted with the sales based nature of the industry. That led me to trading for myself for nearly 8 years and developing the FiWheels process as a means to achieve and maintain freedom.

Ted & Betty were the actual names of my grandparents. I wouldn't know a thing about investing if it weren't for my grandpa. He taught me how to look up stock quotes in the newspaper when I was 7.

It's not in the starting, but in the continuing that we find joy.

We look forward to speaking with you soon or call us now at 1-877-401k-IRA (5472).