The Strategic Wealth Hour

THOMAS HADICAN

Financial Planner \ Investment Adviser Representative

Preparing for the next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:

• Advisory services Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies

CHARLIE SOTTORIVA

Investment Adviser Representative

For nearly a decade, Charlie Sottoriva has helped his clients negotiate sales of businesses, establish legacies for future generations, and achieve financial independence. But while servicing the needs of his diverse book of business, he noticed a widening gap in the financial services industry: financial planning and real advice for his peers.  So, while everyone else was chasing old money to invest, Charlie started finding young professionals to invest in.

With a passion to improve the financial health of those around him, Charlie joined Synergy Wealth Solutions, a firm dedicated to providing both offensive and defensive strategies to the Midwest’s hardest working young professionals. Through his personal experiences with student debt, higher education, career development, professional achievement and serial entrepreneurship, Charlie shares a perspective that very few financial professionals in the industry can. Charlie then draws upon the real-life experiences of his firm’s clients, offering financial solutions that are as individual as they are practical.

Aaron Bockman

Financial Planner/Investment Advisor Representative

With over 20 years of experience in financial services, meeting the needs of my clients through life’s increasingly complex investment situations, changing market conditions, I understand the financial challenges my clients face:

– Helping secure their financial future

– Providing for their families

– Caring for aging parents

– Determining the best strategy for income in retirement

– Planning their legacy

I believe ongoing education to expand my knowledge to provide my clients with solutions to help them meet their needs is an important component to my practice. I also believe informed clients make better financial decisions. My clients benefit from seminars, newsletters, conference calls and consultation about the markets, financial issues that can impact their plans, and understanding different financial strategies.