THE 3D RIVER PROCESS

A consultative process designed to flow from one wealth management theme to the next.

DISCOVER 

Our introductory meeting is designed to help us fully understand your financial situation, including your family dynamics, goals, and values.  

 

DESIGN

We will work with you to identify and prioritize your goals, show you the steps you need to take to pursue them, and regularly review your progress to help ensure you stay the course. 

 

DEPLOY

We will set a plan in motion that seeks to anticipate your life transitions by regularly assessing any changes in the markets and your financial situation. 


 

The Luedke Investment Group
 

Left to right: Jeff Luedke, Julie Gusloff, and J. Tyler Luedke

 

Medium shot portrait of The Leudke Investment Group of Stifel​

 

Proud members of the Rockford Chamber of Commerce