Planning for tomorrow, today. It isn't just part of our logo, it is essential for creating an investment strategy that will match your goals and objectives. Our planning process is designed specifically to give you what you need, not what someone else wants to sell you.
We know that not everyone is at the point in life where they want or need a comprehensive plan. For most people, the first step is helping you to build an effective investment strategy for accumulating wealth. For those who need more, we will help you identify and develop financial goals. Many firms will help you create a financial plan which is a great first step. However, that is where the planning often ends. Any financial plan is a snapshot in time. The plan is outdated tomorrow as something has almost certainly changed. The key to using a financial plan is to make it a living document. The financial plan needs to be reviewed periodically and updated to reflect changes in investments, income, goals etc.
All good financial plans should include some form of contingency planning, or In Case of Emergency planning. This is a step that is often missed but essential. We will help you build this into your plan.
Lastly, we will help ensure that your emotions don’t betray your goals by allowing external influences like wild stock market gyrations, geopolitical issues, natural disasters, or any other unforeseen events lure you into making bad choices. Managing these emotional swings is critical and properly selecting the appropriate investment strategy will allow you to sleep more soundly.
William (Bill) Langenstein is the founder of Langenstein Financial Strategies and has been in the investment industry since 2001. Bill has a Bachelor of Science Degree in Accounting from Oakland University and a Masters Degree of Business Administration from Wayne State University with concentrations in Finance and International Business.
Prior to working in the investment industry Bill worked in the automotive industry as a controller, most recently with Cooper Power Tools. Bill's experience with not just the accounting department but work in HR, Safety, Environmental, and Production Control gives him a unique perspective which he uses today.
Bill has been a guest on several radio shows over the years and co-hosted Wealth Strategies on WJR for nearly 7 years.
In his free time Bill enjoys cycling, brewing beer and spending time with his family.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
145 Rochdale Drive South, Ste C, Rochester Hills, MI 48309, United States
Monday - Thursday: 9:30am - 4pm
Friday and evening hours: By appointment
Securities offered through Cetera Advisors LLC, a registered broker-dealer, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera firms are under separate ownership from any other named entity.
This site is published for residents of the United States only. Registered Representatives of Cetera Advisors LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information please contact the representative(s) listed on the site, visit the Cetera Advisors LLC site at ceteraadvisors.com
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Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.
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