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A Professional Partnership To Help You Plan For Retirement

Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive and up-to-date retirement strategy, with a knowledgeable team offering support, may help make the road ahead less strenuous.

At Level Four® Wealth Management, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. We help our clients make informed decisions regarding their finances and always hold ourselves to the highest fiduciary standards for the benefit of our clients.

By leveraging the professional experience of Joseph Globensky, RFC®, and Bridget Schneider, CFP®, CRPC®, we can help our clients organize and simplify their wealth and create probabilities to help them fulfill their dreams and ambitions. We take a proactive approach to planning by accounting for unpredictable events and communicating with our clients.

Both Joe and Bridget's experience allows us to build personalized retirement strategies and offer ongoing support, unbiased advice, and objective guidance. With offices in Illinois and Texas, we serve clients across the United States. Start preparing for tomorrow’s retirement today by contacting us to learn more or to set up a commitment-free introductory meeting.

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Helpful Content

Investments

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Global vs. International: What’s The Difference?

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

 

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Your Personal Recovery

As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

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