Strategic Financial Guidance for Business and Family: Allie's Story

"I started my chiropractic practice nearly thirteen years ago, and over those years I've seen both challenges and tremendous growth. As a healthcare provider, my primary focus has always been on patient care and building a team that delivers exceptional service. But there's so much more to running a practice than just the clinical side.

After more than a decade of building my chiropractic practice into a flourishing business, I realized we needed a stronger partner for our retirement planning — not just for me and my family, but for my entire team.

Our previous financial institution wasn't offering much education for my employees on how they could optimize their retirement plans and savings. I wanted everyone to understand how to make the best retirement planning decisions based on their personal goals. That's what led me to have WHZ manage my business’s retirement plan and accounts.

But initially my husband and I met with them for our personal financial planning. The experience was eye-opening. While my husband, an engineer, is our family's 'numbers person,' I'm much more visual. The WHZ team presented information using graphs and charts that helped me truly visualize our financial future for the first time.

What impressed me most was how they focused on our specific priorities and goals—not just abstract numbers. They asked questions about what we wanted our future to look like, whether we planned to travel, and how we would fund our daughters' college education. They translated those personal goals into concrete financial strategies.

As a woman I also appreciated that I never felt like my husband was being centered in the conversation over me. If anything, they directed more focus to my situation as a business owner, recognizing the unique challenges and opportunities that come with that.

The onboarding process was incredibly smooth, with crystal-clear communication from their entire team. Everyone at WHZ understands their role, which made transitioning our accounts seamless.

The WHZ team has now given me confidence to pursue business goals I wasn't sure would be possible before. They mapped out a clear path forward and showed me that by following their strategic plan, I could achieve what had previously seemed like just a dream.

I'm especially excited that WHZ will be holding workshops for my staff to help them optimize their retirement plans. Few local employers offer this level of financial education support, and I believe it will be incredibly valuable for my team.

Working with WHZ has given me absolute confidence in our financial future—both for my practice and my family. Their strategic approach has already made such a difference that I've recommended them to several other people in my network."

This statement was provided 3/7/2025 by Alexandra Robin who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed. 

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Advisor.