How We Help

While he enjoys finances, our founder, Wheeler, got into this industry because he is passionate about helping others and getting to know people. As a veteran and lifelong learner, he enjoys having a career where he can give back and watch his clients succeed. At Xponify, we have helped clients navigate life’s many milestones and strive to deliver a high level of service to each and every one of them.

We can help you answer questions like:

• How much do I have to save for retirement to afford the lifestyle I enjoy?
  
• Will I outlive my assets?
  
• How can I afford to send my children/grandchildren to the college of their dreams?
  
• How can I leave a legacy for my family?
  
• What would happen if I were to become sick or disabled and couldn’t work?
• Would my family be taken care of?
  
• Do I need long-term care insurance?
  
• How much can I give back to the charity I love?
  
• What should I do with my business when I want to retire?
  
• What business insurance needs do I have?
• How can I minimize my business taxes?
  
• What retirement benefits should I offer my employees?

Our recommendations dive into what your goals are, why they matter to you, and what you need to pursue them. No two plans are alike and we enjoy catering to our clients and providing unparalleled service and support.