{"id":3048,"date":"2018-05-15T16:50:14","date_gmt":"2018-05-15T16:50:14","guid":{"rendered":"https:\/\/www.teamwia.com\/site\/?page_id=3048"},"modified":"2019-03-20T18:30:53","modified_gmt":"2019-03-20T18:30:53","slug":"financial-planning","status":"publish","type":"page","link":"https:\/\/www.teamwia.com\/site\/services\/financial-planning\/","title":{"rendered":"Financial Planning"},"content":{"rendered":"<p>[et_pb_section bb_built=&#8221;1&#8243; specialty=&#8221;off&#8221; background_image=&#8221;https:\/\/www.teamwia.com\/site\/wp-content\/uploads\/site_images_lrg_1920x1200_SERVICES_1A_WEALTHMGMT.jpg&#8221; background_color=&#8221;#ffffff&#8221; parallax_method=&#8221;off&#8221; next_background_color=&#8221;#FFFFFF&#8221; _builder_version=&#8221;3.2.2&#8243; parallax=&#8221;on&#8221;][et_pb_row background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221;][et_pb_column type=&#8221;4_4&#8243;][et_pb_divider admin_label=&#8221;Divider &#8211; FOR IMAGE&#8221; global_module=&#8221;619&#8243; color=&#8221;#ffffff&#8221; show_divider=&#8221;off&#8221; divider_style=&#8221;solid&#8221; divider_position=&#8221;top&#8221; hide_on_mobile=&#8221;on&#8221; height=&#8221;350px&#8221; saved_tabs=&#8221;all&#8221; disabled_on=&#8221;||on&#8221; \/][et_pb_divider admin_label=&#8221;Divider &#8211; FOR IMAGE MOBILE&#8221; global_module=&#8221;620&#8243; color=&#8221;#ffffff&#8221; show_divider=&#8221;off&#8221; divider_style=&#8221;solid&#8221; divider_position=&#8221;top&#8221; hide_on_mobile=&#8221;off&#8221; height=&#8221;200px&#8221; disabled=&#8221;off&#8221; disabled_on=&#8221;||on&#8221; saved_tabs=&#8221;all&#8221; \/][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section bb_built=&#8221;1&#8243; fullwidth=&#8221;off&#8221; specialty=&#8221;off&#8221; prev_background_color=&#8221;#ffffff&#8221; next_background_color=&#8221;rgba(255,255,255,0)&#8221;][et_pb_row background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221;][et_pb_column type=&#8221;4_4&#8243;][et_pb_text admin_label=&#8221;HDR &#8211; SERVICES \/ WEALTH MANAGEMENT&#8221; use_border_color=&#8221;off&#8221; text_letter_spacing=&#8221;2px&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221; _builder_version=&#8221;3.8.1&#8243; header_font=&#8221;|300|||||||&#8221; header_2_font=&#8221;|700|||||||&#8221; header_2_text_color=&#8221;#809baf&#8221; header_2_font_size=&#8221;30px&#8221; text_letter_spacing_last_edited=&#8221;on|&#8221; header_font_size_phone=&#8221;24px&#8221; header_font_size_last_edited=&#8221;on|phone&#8221;]<\/p>\n<h1 style=\"text-align: left;\"><strong>SERVICES<\/strong> \u00a0\/ \u00a0FINANCIAL PLANNING<\/h1>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;BODY &#8211; ENHANCING &amp; PRESERVING&#8221; use_border_color=&#8221;off&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221; _builder_version=&#8221;3.6&#8243; header_3_font=&#8221;|700|||||||&#8221; header_3_text_color=&#8221;#809baf&#8221; header_3_font_size=&#8221;18px&#8221; header_2_text_color=&#8221;#809baf&#8221;]<\/p>\n<h2>Enhancing &amp; Preserving Wealth<\/h2>\n<p>You may know some people who seem to turn everything they touch into gold, while others may spend a lifetime working diligently with little to show for their efforts. Is it fate, or is something going on behind the green curtain?<\/p>\n<p>We believe it\u2019s the latter. Because in the world of wealth management, it may not be as much a matter of what you have, but what you do with what you have.<\/p>\n<p>Our years of experience helping families and businesses successfully manage and preserve their wealth have produced a time-tested formula. This includes our numerous proprietary processes (including our flagship LifePrint\u2122 planning process), an integrated and comprehensive suite of financial, estate, and tax planning, services, as well as investment and insurance advisory services designed to help people maximize the impact of their financial potential during their lifetime and through an ongoing legacy they can leave behind.<\/p>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;BODY &#8211; REMOVING STRESS&#8221; use_border_color=&#8221;off&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221; _builder_version=&#8221;3.6&#8243; header_3_font=&#8221;|700|||||||&#8221; header_3_text_color=&#8221;#809baf&#8221; header_3_font_size=&#8221;18px&#8221; header_2_text_color=&#8221;#809baf&#8221;]<\/p>\n<h2>Removing the Stress From Managing Wealth<\/h2>\n<p>Do you ever feel like money has its hold on you, sometimes even leaving you stressed out and lacking the peace you desire? From lots of experience, we\u2019ve seen people struggle in this fashion, even at higher levels of net worth and affluence. It\u2019s almost like there is never enough, or it\u2019s a relative concept or something.<\/p>\n<p>Most people, however, would readily agree that they\u2019d prefer having a clear sense that they are all set financially. They would also like to be able to tie their wealth to what they really care about. That\u2019s the purpose of our LifePrint \uf0e4planning process.<\/p>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;BODY &#8211; PROTECT &amp; MAXIMIZE&#8221; use_border_color=&#8221;off&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221; _builder_version=&#8221;3.2.2&#8243; header_3_font=&#8221;|700|||||||&#8221; header_3_text_color=&#8221;#809baf&#8221; header_3_font_size=&#8221;18px&#8221; header_2_text_color=&#8221;#809baf&#8221;]<\/p>\n<h2>Protect and Maximize the Impact of Your Wealth<\/h2>\n<p>Using our flagship LifePrint \uf0e4planning process, as well as our numerous tactical processes, we help families, professionals and business owners realize a secure life for themselves, plan a thoughtful legacy, and oftentimes create a lasting significance through philanthropic giving.<\/p>\n<p>Together, these approaches provide an integrated and comprehensive suite of financial, estate, and tax planning, as well as investment and insurance advisory services designed to help people maximize the impact of their financial potential during life and through an ongoing legacy they can leave behind.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221;][et_pb_column type=&#8221;4_4&#8243;][et_pb_text admin_label=&#8221;ANCHOR&#8221; background_layout=&#8221;light&#8221; text_orientation=&#8221;left&#8221; use_border_color=&#8221;off&#8221; border_color=&#8221;#ffffff&#8221; border_style=&#8221;solid&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221;]<\/p>\n<div id=\"WEALTH-LIFEPRINTDIRECT\"><\/div>\n<p>[\/et_pb_text][et_pb_text admin_label=&#8221;THE LIFEPRINT\uf8ea PLANNING PROCESS&#8221; use_border_color=&#8221;off&#8221; text_letter_spacing=&#8221;2px&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221; _builder_version=&#8221;3.2.2&#8243;]<\/p>\n<h1 style=\"text-align: center;\">THE LIFEPRINT\u2122 PLANNING PROCESS<\/h1>\n<p>[\/et_pb_text][et_pb_image admin_label=&#8221;GRAPHIC &#8211; LIFEPRINT PROCESS&#8221; src=&#8221;https:\/\/www.teamwia.com\/site\/wp-content\/uploads\/GRAPHIC_LIFEPRINT-PROCESS.jpg&#8221; align=&#8221;center&#8221; use_border_color=&#8221;off&#8221; animation_style=&#8221;slide&#8221; animation_duration=&#8221;500ms&#8221; animation_intensity_slide=&#8221;10%&#8221; animation_direction=&#8221;bottom&#8221; show_bottom_space=&#8221;off&#8221; _builder_version=&#8221;3.2.2&#8243; \/][et_pb_divider _builder_version=&#8221;3.2.2&#8243; show_divider=&#8221;off&#8221; height=&#8221;50px&#8221; \/][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section bb_built=&#8221;1&#8243; fullwidth=&#8221;off&#8221; specialty=&#8221;off&#8221; background_color=&#8221;rgba(255,255,255,0)&#8221; parallax_method=&#8221;off&#8221; background_image=&#8221;https:\/\/www.teamwia.com\/site\/wp-content\/uploads\/site_images_lrg_1920x1200_FOOTER.jpg&#8221; custom_padding=&#8221;100px|||&#8221; custom_padding_tablet=&#8221;50px|0|50px|0&#8243; custom_padding_last_edited=&#8221;on|desktop&#8221; 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max_width=&#8221;60%&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221; \/][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243;][et_pb_text admin_label=&#8221;FOOTER START TEXT&#8221; global_parent=&#8221;621&#8243; background_layout=&#8221;dark&#8221; use_border_color=&#8221;off&#8221; text_text_color=&#8221;#ffffff&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221; _builder_version=&#8221;3.0.106&#8243; text_font_size=&#8221;14px&#8221;]<\/p>\n<h2><strong>ARE YOU READY TO GET STARTED?<\/strong><\/h2>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243;][et_pb_button admin_label=&#8221;BUTTON &#8211; GET IN TOUCH&#8221; global_parent=&#8221;621&#8243; button_text=&#8221;GET IN TOUCH&#8221; button_alignment=&#8221;center&#8221; button_use_icon=&#8221;off&#8221; button_text_color=&#8221;#021b2f&#8221; button_border_color=&#8221;#dbdbdb&#8221; button_url=&#8221;https:\/\/www.teamwia.com\/site\/contact-us\/&#8221; _builder_version=&#8221;3.8.1&#8243; background_layout=&#8221;dark&#8221; custom_button=&#8221;on&#8221; button_bg_color=&#8221;#dbdbdb&#8221; button_font=&#8221;|||on|||||&#8221; button_text_color_hover=&#8221;#ffffff&#8221; button_bg_color_hover=&#8221;#021b2f&#8221; button_border_color_hover=&#8221;#dbdbdb&#8221; saved_tabs=&#8221;all&#8221; button_text_size__hover_enabled=&#8221;off&#8221; button_text_size__hover=&#8221;null&#8221; button_one_text_size__hover_enabled=&#8221;off&#8221; button_one_text_size__hover=&#8221;null&#8221; button_two_text_size__hover_enabled=&#8221;off&#8221; button_two_text_size__hover=&#8221;null&#8221; button_text_color__hover_enabled=&#8221;on&#8221; button_text_color__hover=&#8221;#ffffff&#8221; button_one_text_color__hover_enabled=&#8221;off&#8221; button_one_text_color__hover=&#8221;null&#8221; button_two_text_color__hover_enabled=&#8221;off&#8221; button_two_text_color__hover=&#8221;null&#8221; 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button_letter_spacing__hover=&#8221;null&#8221; button_one_letter_spacing__hover_enabled=&#8221;off&#8221; button_one_letter_spacing__hover=&#8221;null&#8221; button_two_letter_spacing__hover_enabled=&#8221;off&#8221; button_two_letter_spacing__hover=&#8221;null&#8221; button_bg_color__hover_enabled=&#8221;on&#8221; button_bg_color__hover=&#8221;#021b2f&#8221; button_one_bg_color__hover_enabled=&#8221;off&#8221; button_one_bg_color__hover=&#8221;null&#8221; button_two_bg_color__hover_enabled=&#8221;off&#8221; button_two_bg_color__hover=&#8221;null&#8221;]<\/p>\n<p>\u00a0<\/p>\n<p>[\/et_pb_button][\/et_pb_column][\/et_pb_row][et_pb_row global_parent=&#8221;621&#8243; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221;][et_pb_column type=&#8221;1_2&#8243;][et_pb_text admin_label=&#8221;CONTACT INFO&#8221; global_parent=&#8221;621&#8243; background_layout=&#8221;dark&#8221; background_color=&#8221;rgba(0,0,0,0)&#8221; use_border_color=&#8221;off&#8221; custom_margin=&#8221;0px|0px|0px|0px&#8221; max_width=&#8221;300px&#8221; text_font=&#8221;Arial||||&#8221; text_text_color=&#8221;#fcfcfc&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221; text_line_height=&#8221;1.6em&#8221; disabled_on=&#8221;on|on|off&#8221; animation_style=&#8221;slide&#8221; animation_duration=&#8221;500ms&#8221; animation_intensity_slide=&#8221;10%&#8221; show_bottom_space=&#8221;on&#8221; module_alignment=&#8221;center&#8221;]<\/p>\n<p><strong>Wealth Impact Advisors, LLC<br \/><\/strong>E: <span style=\"color: #e8e8e8;\"><a style=\"color: #e8e8e8;\" href=\"mailto:info@teamwia.com\">info@teamwia.com<br \/><\/a><\/span><\/p>\n<p>2735 Crawfis Blvd., Suite 200<br \/>Akron, Ohio 44333<br \/>P: <span style=\"color: #ffffff;\">330.865.3545<\/span><br \/>F: <span style=\"color: #ffffff;\">330.319.8959<\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243;][et_pb_text admin_label=&#8221;DISCLOSURE INFO&#8221; global_parent=&#8221;621&#8243; background_layout=&#8221;dark&#8221; background_color=&#8221;rgba(0,0,0,0)&#8221; use_border_color=&#8221;off&#8221; custom_margin=&#8221;0px|0px|0px|0px&#8221; max_width=&#8221;600px&#8221; text_font=&#8221;Arial||||&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; background_size=&#8221;initial&#8221; _builder_version=&#8221;3.0.106&#8243; text_font_size=&#8221;12px&#8221; animation_style=&#8221;slide&#8221; animation_duration=&#8221;500ms&#8221; animation_intensity_slide=&#8221;10%&#8221; show_bottom_space=&#8221;on&#8221; module_alignment=&#8221;center&#8221;]<\/p>\n<p>Securities offered through Valmark Securities, Inc., Member <span style=\"color: #ffffff;\"><a style=\"color: #ffffff;\" href=\"http:\/\/www.finra.org\" target=\"_blank\" rel=\"noopener noreferrer\">FINRA<\/a><\/span>\/<span style=\"color: #ffffff;\"><a style=\"color: #ffffff;\" href=\"http:\/\/www.sipc.org\" target=\"_blank\" rel=\"noopener noreferrer\">SIPC<\/a><\/span>. Advisory services offered through Valmark Advisers, Inc., an SEC Registered Investment Advisor. 130 Springside Drive, Suite 300, Akron, OH 44333-2431 \u00b7 <span style=\"color: #ffffff;\">(800) 765-5201<\/span>. Wealth Impact Advisors, LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n<span class=\"et_bloom_bottom_trigger\"><\/span>","protected":false},"excerpt":{"rendered":"<p>SERVICES \u00a0\/ \u00a0FINANCIAL PLANNING Enhancing &amp; Preserving Wealth You may know some people who seem to turn everything they touch into gold, while others may spend a lifetime working diligently with little to show for their efforts. Is it fate, or is something going on behind the green curtain? We believe it\u2019s the latter. Because [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":3027,"menu_order":2,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-3048","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Financial Planning Services from Wealth Impact Advisors of Ohio<\/title>\n<meta name=\"description\" content=\"Our years of experience helping families and businesses successfully manage and preserve their wealth have produced a time-tested formula.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.teamwia.com\/site\/services\/financial-planning\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" 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