Know My Plan

All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser

Financial Planner

WM Wealth Planning

I'm a planner that helps sales executives reduce stress around their finances and keep more of their hard earned money by not leaving the IRS a tip 😉

What's that magic number 🔮 for you to be financially independent?
You probably don't know.

So often people are "saving" but don't know what they are saving for or how much they need to be saving to make it happen.

Or perhaps you get this big commission check and then 3 days later... you have nothing to show for it.

Don't worry, it's completely normal.

📌 Why do people hire me? 
- They aren't sure if they are on track for their goals
- They don't want to just save for the future, they want a plan that allows them to live life today
- They realize they aren't an expert 
- They don't want to be overwhelmed or make a big mistake
- They want help making complex topics ➡️ simple

📌 Who do I work with?
- Sales professionals, small business owners, professionals with variable compensations
- Typically between 25-45 years old

Your financial life is a fortress 🏰 

But... 

There are barbarians coming to attack ⚔️
-Taxes
-Healthcare costs
-Behavior

A good financial plan creates a moat around your fortress to protect it 🛡️

The best plan is the one that you are taking action ➡️ so let's get to work!

Phone: 267-656-7363 | Email: will@knowmyplan.com | Website: www.knowmyplan.com

Securities are offered through LPL Financial, Member FINRA/SIPC. For links to FINRA/SIPC, refer to the Contact Information section above. 

Know My Plan is another business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser. Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

The financial professionals associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

William Miller

Your Bridge Wealth Management

Retirement planning, investment planning and estate planning strategies. We help clients manage their cash flow through retirement.

Managing Partner

Wells Fargo Advisors

Executive Director, Branch Manager

National City

Help bank customers with their investment needs.

Financial Consultant

J.C. Bradford

Brokers Assistant

We Help YOU Retire with Confidence! | Managing Partner at Your Bridge Wealth Management of Wells Fargo Advisors Financial Network

Retirement Worries? We've Got You Covered!
•	Worried about being able to retire?
•	Wondering how much you can spend in retirement?
•	Concerned about when you can retire?

These are common concerns we hear from our clients, and we understand how overwhelming they can be. If you've been asking these questions, you're not alone.

Helping you retire with confidence!

Want to know what you can do in retirement!

It’s never too late to get started!

Here's how we help our clients address their retirement worries:

1.	Creating a Retirement Plan: We build a personalized plan to help guide you through retirement.
2.	Reviewing and Adjusting: Life changes. We help you adapt your plan over time.
3.	Providing Support: You're not alone in this process; you have a retirement partner with us.

Ready to take the next step? We always want to talk with people, whether you're starting your retirement journey or just looking for advice.

Schedule a time at www.20minuteaskmeanything.com and let's work together to ease your retirement worries.



This information is intended for use by residents of AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, MA, MD, MI, MN, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, WA, WV, and WY only.

Please contact me via e-mail (james.mayer@wfafinet.com) or phone (440-969-6364), as I cannot respond through LinkedIn.

Branch Address:
3705 State Rd
Suite 100
Ashtabula, OH  44004
(440) 969-6364
/*********/
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member FINRA/SIPC, a registered broker-dealer and nonbank affiliate of Wells Fargo & Company. WFAFN uses the trade name Wells Fargo Advisors. Any other referenced entity is a separate entity from WFAFN.

Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

taplio

The Battle

William Miller

James E. Mayer, Jr., CRPS, C(k)P

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