Michael Ludwig CPA, CFP®'s Linkedin Analytics

Do you believe that your investment plan and tax return are separate entities? Most people approach their investments and taxes disjointedly. The good news is there’s a better way! Ludwig Wealth Management are leaders in ‘The 3 Step Financial Security Model’ – a more effective way to navigate your way through the intricacies of personal finance and marry your investment plan and tax return. I believe there is an epidemic in America in that people routinely OVERSPEND, UNDER-SAVE, and OVER-LEVERAGE and the consequences for many in retirement are going to be grim. The top three financial planning mistakes I see people making are: 😟 Inappropriate asset allocation 😟 Not reviewing insurance annually to ensure the coverage will mitigate the risks at hand 😟 Failing to do a modicum of Estate planning to make things easier for your family I have made it my mission to help people recognize and overcome these common financial planning challenges. This is why I developed ‘The 3 Step Financial Security Model’ and utilize AdviceWorks™, a powerful tool you can use to view all your financial data securely, and Advanced Time Segmentation®, a customized financial strategy designed to address three key monetary issues: 👍 Lifetime Income 👍 Risk 👍 Inflation ✸ This is your money; you need to understand it ✸ You deserve the best advice and counsel. I have built my business with the sole purpose of providing sound financial and tax advice so that the individuals in our community can better enjoy the fruits of their labor. “A man who does not plan long ahead will find trouble at his door” Confucius “You can’t talk numbers – you have to illustrate numbers” Michael Ludwig, Financial Professional Why not sign up for a complimentary Financial Health Consultation: www.ludwigwealthmanagement.com. Of course, if you have any questions, please contact me on 630-519-3131. Michael R. Ludwig, CPA, CFP®. 103 Orchard Terrace Lombard, IL 60148 630-519-3131 (Office) 630-635-3888 (Fax) [email protected]