Welcome to Norkum Wealth Management Inc.’s web site. We have built our site as a resource to provide you with the pertinent information about who we are, the services and products that we offer and the type of individuals we work with.
We specialize in working with individuals who are either retired or are getting ready to retire. Some of the questions they typically have are:
Can I retire and have my money last 25 years or more?
When should I start my Social Security benefits?
How do I take my distributions?
How do I protect my retirement assets
Our mission is to help our clients to accumulate and maintain wealth through retirement planning and long term effective asset management programs.* We will build client relationships based on trust, competent professional advice, continued communication and prompt personal service. We will assist our clients in setting financial goals, monitoring these goals, and keeping them informed of the process and achievement of these goals. We encourage you to take advantage of the many features of our site that we provide such as “Tell a Friend” or “Request Info.” From our site you can gather current quotes and news on individual stocks and funds review your portfolio and make some quick financial calculations. We’ve also made it available to you to send any questions you might have directly through our web site. Here you can stay up to date on relevant financial topics through our on-line newsletters. Thanks for visiting. We appreciate your business and your interest.
*Financial planning services are offered through advisor representatives of Lincoln Financial Securities, a Registered Investment Advisor.