Curt Radetich

WORK HISTORY

EDUCATION

SKILLS

ABOUT CURT RADETICH

My focus includes helping individuals with retirement planning, proper income replacement generation, wealth accumulation, financial needs & risk assessment, and complex portfolio construction. These strategies are implemented through the care of understanding my individual client’s financial goals and being loyal and dutiful to their personal wealth objectives.Curt Radetich, President & (mobile)After our first meeting, the goal is for clients to feel more confident about their future financial needs and how to work towards optimizing those financial outcomes. In short, our office tries to make sure that nothing has been overlooked. A client\'s path towards financial confidence may have been an unknown or in question before our meeting. The goal is that this holistic financial planning approach can be defined and implemented, and that the financial strategies lead to a clear understanding of the ongoing services and education that our firm provides throughout the client\'s lifetime.o Help provide clarity towards their future income and that income replacement is achieved and calculated.o Modeling of savings rates are identified through financial calculations.o Risk of their current assets are identified, and proper risk adjusted modeling and asset allocation solutions are discussed, are measured, agreed upon, and eventually implemented.o Tax efficiency is considered when the relationship starts, and estate or legacy planning are executed as well, which helps bring confidence that their legacy is intact.o Budgeting, expenses, and cash flow are combined, so clients feel confident.o Overlooked assets are identified, addressed, and reconnected to their long-term goals with care.My goal is to help every investor pursue their overall financial goals through the implementation of comprehensive wealth management and investment strategies through our holistic partnership.Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc.(member SIPC).Radetich Wealth Management is not a subsidiary of nor controlled by Voya Financial Advisors.Radetich Wealth Management is not a broker/dealer or a registered investment adviser.