Rainer M Schlichtherle, CFP®, CASL®

Wealth Management Advisor

  • Office 804-762-7090
  • Fax 804-762-7089
 

Our Goal 

Rainer and his team seek to build lifelong relationships with their clients as one of their most trusted advisors. They are able to achieve this through their commitment to excellence and doing what is best for their clients. 

Our Approach

Financial success doesn't happen by chance. It has much more to do with choice. Transforming aspirations into actuality takes acumen, hard work, discipline and strategic financial planning. 

Rainer can offer solutions to help accommodate your long-term goals as well as your short-term needs.  The initial conversation will entail getting to know you and your current situation, needs and goals.  This fact finding process is instrumental in helping Rainer understand how he can best customize his recommendations to help you achieve your needs and goals.  A comprehensive financial plan will lay out what you need to do today to help achieve your goals tomorrow. This financial roadmap will be updated regularly as the nature of your needs and goals change throughout your life.  

Fee-Based Financial Planning

As a fee-based financial planner, I am compensated for the time and expertise put into designing and creating your personal financial plan. Under this fee structure, I have a responsibility to ensure your interests and goals are always put first.

Planning Horizon graphic
Discovery: Identify Vision & Goals
The first phase begins by identifying vision and goals. This is called the Discovery phase and this is where we identify your vision and goals to gain clarity around the current planning gaps.
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Creative Solutions: Think about the Solution
The second phase is the Creative Solutions phase. In this phase we collaborate and discuss solutions to close the planning gaps that have been identified.
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Strategy Deployment: Implement the Solution
The third phase is the Strategy Deployment phase. In this phase we implement the solutions specifically designed to close the planning gaps necessary to accomplishing the goals.
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Results Management: Sustain the Results
The final phase is the Results Management phase. In this phase we established a plan to manage and sustain the results, providing the confidence the plan will work over time.
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Copyright 2015 The Legacy Companies, LLC. Concepts used in these materials used with permission from The Legacy Companies, LLC. Legacy Materials and Concepts are only made available to advisors in the Fee-Based Financial Planning program at Northwestern Mutual Wealth Management Company.

 

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