Services

Who We Serve

1938 Wealth Advisors is an independent financial planning firm built to serve YOU. You won’t find any account minimums at our firm as we believe financial advice and success should be accessible to all and not reserved just for the wealthy.

Individuals and Families

Is your financial house in order? We will help build your financial picture to give the clarity necessary to achieve your goals. Depending on your desired outcomes, we’ll help you:

Invest your money and understand your risk tolerance.
Plan for your retirement to create an income stream you can count on.
Save and pay for your child or grandchild’s education.
Analyze your insurance coverage including life, disability, and long-term care plan.
Structure an estate plan to create your legacy.
Understand your spending habits.

Business Owners

We are business owners ourselves. We understand the challenges you must navigate in creating and growing your business. We’ll help you:

Put your cashflow to work.
Understand the retirement plan options available to you and your employees (SEP, SIMPLE, 401k).
Plan for ownership transition.

Comprehensive Financial Planning

Many of our clients need more than just an investment product. We found you don’t know what you don’t know so we offer Comprehensive Financial Planning to teach you the financial basics to build your individual plan. What should we talk about? Whatever keeps you up at night. Popular topics include:

Investing –

How do I grow my wealth? Am I properly diversified? What exactly are stocks and bonds? Should I fund a Roth IRA? What rollover options do I have with my previous 401k plans?

Retirement Planning –

How much money do I need to save for retirement? How can I guarantee my income? Who should I leave my IRA accounts to?

Insurance Review –

Do I need life insurance and how much do I need? Will the policy I purchased 15 years ago meet my needs? Can I afford it? What is a beneficiary?

College Planning –

How do I save for college expenses? How do I open a 529 account? How much do I need to save to pay for my grandchild’s education?

Employer Benefits –

Can you help me understand my employer’s benefit package? What is a Roth 401k? Should I purchase my employer’s stock? Am I taking full advantage of my employer’s match?

Estate Planning –

Where can I get a Will? What’s a Durable Power of Attorney? How can I control what happens to the family farm?

Financial Wellness –

What is my net worth? Do I really need an emergency fund? How much should I be spending? Is there a quicker way to get out of debt?

Did we mention that our conversations are held in the strictest confidence? You don’t have to worry about us sharing your personal business with your neighbors.

Ongoing Financial Planning Program

Are you a young professional or small business owner looking for guidance? Perhaps you just graduated from college and don’t have a large chunk of assets accumulated yet. Aaron will guide you through an Ongoing Financial Planning Program designed just for you.

$250 upfront & $75 per month
Investment Management 0.60% of assets managed