Eric Weschke brings 30 years of financial expertise to his role as President and CEO of Advanced Folio Capital Management, building on a legacy of trust and personalized financial planning.

Coming from a family with strong financial roots—his mother was among the first women on the stock exchange floor in the 1960s—Weschke combines technical expertise with genuine client care. His early success at Northwestern Mutual, where he became the top first-year advisor nationwide, set the foundation for his career.

Advanced Folio Capital Management operates on three core principles:

• Personalized financial planning
• Transparent communication
• Long-term wealth preservation

The firm employs two key strategies for client success:

Multi-Bucket Method:

• Divides funds into distinct purpose-driven buckets
• Balances growth opportunities with stability
• Protects essential assets while allowing for market gains
• Customized to individual risk tolerance

Flexible Retirement Planning:

• Rejects the rigid 4% withdrawal rule
• Creates customized withdrawal strategies
• Adapts to changing market conditions
• Incorporates indexed annuities for stable income

Weschke enhances retirement security through carefully selected annuities linked to market indexes like the S&P 500, providing growth potential while protecting principal investment. The firm's efficient operation keeps fees low, maximizing client returns.

Beyond finance, Weschke demonstrates his commitment to community through active involvement and volunteer work. His 27-year marriage and role as a father to two daughters reflect the same values of trust and dedication that guide his professional practice.

This combination of financial expertise, personalized service, and community involvement has established Advanced Folio Capital Management as a trusted partner in wealth management, helping clients achieve their financial goals with confidence and security.

Note: Investment advisory services are offered through proper regulatory channels. Annuity and insurance products are subject to specific terms and conditions.

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