Wall Street Financial Group helps clients address their financial picture using insurance products, such as fixed annuities and various investment products, to help build financial strategies. From tax-efficient strategies to investment advice to protecting assets — they cover as many bases as possible to help their clients create a strategy that supports their retirement lifestyle and long-term financial goals.
During the interview, Carl and John discuss how Wall Street Financial Group takes a different approach than many financial planning and asset management organizations because they use their fiduciary responsibility to provide solid retirement advice.
Because Social Security is a necessary part of a comprehensive retirement income strategy, there are important considerations before choosing to claim benefits. Working with a financial professional is crucial in coordinating these types of benefits.
Carl and John said, “We value long-standing relationships, and getting to know you allows us to craft a financial plan for you that provides the most viable options to help you reach and exceed your retirement goals. Our proprietary Financial Roadmap™ process helps you navigate through your retirement with confidence by addressing four key pillars: Income Plan, Investment Plan, Tax-Efficient Strategies, Estate Planning.”
Learn more about Wall Street Financial Group by visiting their website at:
Or by tuning in for the interview available on iTunes, Stitcher, iHeartRadio, and the Business Innovators Radio Network. https://businessinnovatorsradio.com/interview-with-carl-john-zeidler-with-wall-street-financial-group-inc-discussing-social-security-drawdown-strategies/
About Carl Zeidler:
Carl has been working to provide clients with top-tier financial solutions since 1975. After graduating from college, Carl followed in his grandfather’s footsteps and entered the financial industry. Carl founded Wall Street Financial Group in 1988 and now has offices in Carlinville, Bloomington, and Marion, IL, as well as in Memphis, Tennessee. Carl has earned many designations and degrees, including a Bachelor of Arts from the University of Illinois and a Master of Science in financial services degree (MSFS) from The American College. Carl also holds the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Life Underwriter (CLU®), Registered Employee Benefits Consultant (REBC®), Registered Health Underwriter (RHU®) and Chartered Advisor for Senior Living (CASL®). In is his free time, Carl enjoys traveling, gardening and making memories with his five children, four grandchildren, and wife, Cynda.
About John Zeidler
John started his career in 2017 with Wall Street Financial Group, Inc., following in his father’s footsteps. He earned a Bachelor of Science in Accounting, magna cum laude, from the Southern Illinois University of Edwardsville in 2018 and a Master of Science in Accounting with a focus in taxation the following year. In 2020, John earned his Certified Public Accountant (CPA) license. He focuses on using his tax knowledge to help his clients make better financial decisions. He is an active member of the National Association of Insurance and Financial Advisors (NAIFA) and is a member of the American Institute of Certified Public Accountants (AICPA). In his free time, he enjoys camping and kayaking with his friends and family.
Insurance license #14204 & #18517013
Nothing contained herein is to be considered a solicitation, research material, an investment recommendation or advice of any kind. The information contained herein may contain information that is subject to change without notice. Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person.
Not associated with or endorsed by the Social Security Administration or any other government agency. Any benefits analysis are estimates based on your actual Social Security earnings record. Please keep in mind that these are just estimates. Actual benefit amounts cannot be determined until you apply for benefits. And that amount may differ from the estimates provided because:
-Your earnings may increase or decrease in the future.
-After you start receiving benefits, they will be adjusted for cost-of-living increases.
-Your estimated benefits are based on current law. The law governing benefit amounts may change because, by 2033, the payroll taxes collected will be enough to pay only about 77 cents for each dollar of scheduled benefits.
-Your benefit amount may be affected by military service, railroad employment or pensions earned through work on which you did not pay Social Security tax.