You want your net worth to do one simple thing: create the best possible reality for you and your own, now and always.
But how? How do you fare across a sea of pivotal financial decisions without wrecking or becoming rudderless?
It’s easy. Put Kiley Demery at the helm, and let his expertise guide you through investment management, income and asset protection, tax efficiency, estate planning, and every other not-so-fun but all-important aspect of your financial well-being.
“I can’t guarantee my client’s future,” admitted Kiley. “That’s ultimately not up to me. But by employing a comprehensive, goal-oriented approach to wealth management, my goal is to help my clients increase their probability of success.
“World travel. College tuition for children and grandchildren. A second home located somewhere even nicer than Eden Prairie. I’ll empower you to make choices that put all of those blessings closer within reach than you might have thought possible.”
Naturally, you’d like to get to know Kiley before making him your confidant. Likewise, Kiley wishes to ensure you’re the sort of person he’s most skilled at helping. That’s why it all starts with a conversation.
“My approach is best suited to someone who’s really driven to plan their financial future,” said Kiley. “I’m not just toning up your investment portfolio. By singling out every conceivable advantage you could give yourself, I strive to tailor your ideal private wealth plan.”
Once you and Kiley know you’re a fit for each other, it’s time for discovery. “How much you’ve saved, how much you’re earning, how much you expect to earn, and all of your short- and long-term objectives,” said Kiley. “I want a complete understanding of where you are and where you’re going, because I intend to devise an equally comprehensive plan for pursuing your unique goals.
“Investment management is only the start of it. We also want to safeguard your family’s future against misfortune, which for the most part revolves around putting the right insurance policies in place. You don’t want your unexpected passing to harm your kids’ upbringing, or saddle your surviving spouse with debt they can never repay.
“You also don’t want to become financially destitute if you lose your ability to work, or wind up requiring long-term care in old age. In-home care can easily cost $5,000 to $12,000 monthly, and it’s not due to become cheaper anytime soon.
“Tax efficiency is yet another piece of the puzzle. We strive to limit Uncle Sam’s presence during both major phases of your life – wealth accumulation, and retirement distribution – and make sure you’re leveraging tax deferment to the greatest permissible degree. It’s all in service of keeping as much of your wealth where it belongs: namely, with you.
“Finally, there’s estate planning: assurance your wealth will go where it belongs when you’re no longer available to look after it. Once we have identified your needs for your will, trust, healthcare directive, and power of attorney, one of the trusted estate planning attorneys in my network will take care of the rest.”
The conversation never ends. Kiley will always make himself available to discuss any pressing business you might have. He will also check in with you quarterly, or semiannually if your situation merits, just to see that everything goes according to plan.
“I also engage with my clients by regularly sharing educational content with them, as well as inviting them to (partially, but not completely educational) client appreciation events,” said Kiley.
“Those events further cultivate the relationships I so enjoy building. I’m a people person. I’m inspired to help them enjoy the best golden years that they can. It drove me into the financial services industry almost 30 years ago, and it continues compelling me to this day.”
Visit DemeryWealthAdvisors.com today to learn more, or contact Kiley Demery directly at (952) 567-9387 or kiley@demerywealthadvisors.com.