Shaun M. Feldeisen, CFP®, CLU®
Wealth Management Advisor


Revolution Wealth Advisors


 

“If I had an hour to solve a problem and my life depended on the solution, I would spend the first 55 minutes determining the proper question to ask, for once I know the proper question, I could solve the problem in less than five minutes” – Albert Einstein

What does Financial Security mean to you?  What does it look like?  How would your life be different than it is today?  What opportunities become available when financial security is achieved?  What impact would achieving financial security have on your life, and the lives of others who depend on you now or who might in the future?   

Our goal in working with client's is to help them discover what matters most to them and why.  We have reviewed in detail the financial strategy of more than 2000 families.  Many have shared that they find it difficult and frustrating to know for sure which strategies they should use.  Our realization has been that most families are trying to make financial decisions based on the merit's of the strategy or financial tool without sufficient clarity of the vision they most want to achieve.

We start conversations in a different place.  Before strategies and solutions can be discussed, we must identify specific and measureable goals.  Before we can identify specific goals we need clarity on what those goals are meant to achieve.  In other words, what is the vision that we want to realize, and why is it meaningful? 

We help families across all life stages to make better, more confident, financial decisions by helping them to clarify what they want and to create a thoughtful action plan to achieve it.  To learn more about Values-Based Planning, check out the Financial Planning header at the top of the webpage.

 

Mission

My mission, and that of each member of Revolution Wealth Advisors, is to have a positive and energizing impact on those who come into our lives.  It is to help people gain clarity in their vision and to help them achieve that desired future with the greatest likelihood.  The values that guide our daily interactions and decision making are courage, integrity, caring and enthusiasm.  We hope the security and confidence that is felt by having clarity, a plan, and a trusted financial partner will free up our clients to focus their time and energy on the career, community, friends and family that matter most in their lives.

 

 


Employment Opportunity

We are looking for high-integrity and service-driven individuals who have an interest in the field of financial planning.  If you are aware of someone who might be interested in a career as a financial professional, please connect us by email.  I would enjoy hearing more about their vision and why they are considering a career in this field.

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck