06/18/2026
πβ¨ This week at BNI, we had the pleasure of hearing from Steven Waltz with Wealthtrends Financial Group!
Steve shared how important it is to have a financial plan that fits you. One of the things people appreciate most about Steve is that he is incredibly knowledgeable, friendly, and takes the time to break things down in a way that makes them easy to understand. He truly works to find a plan that suits your goals, your needs, and your budget.
πΌ Steve and the team at Wealthtrends can help with:
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Retirement planning
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Investment management
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401(k) and IRA rollovers
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College savings strategies
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Estate and legacy planning
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Wealth preservation
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Financial planning for individuals and families
π€ Great referrals for Steve include:
πΉ Individuals approaching retirement
πΉ Business owners and professionals
πΉ Someone changing jobs and needing guidance on a 401(k)
πΉ Parents planning for college expenses
πΉ Anyone who has recently inherited assets
πΉ People looking for a trusted advisor to help them create a roadmap for their financial future
At BNI, we know that referrals are built on trust, and Steveβs caring approach and ability to simplify the complex make him a valuable resource for anyone looking for financial guidance.
π Be sure to follow along with Wealthtrends Financial Group because they have a BIG announcement coming soon, and you wonβt want to miss it! π