Making financial planning accessible for everyone.
Traditional household names have great buildings, marble floors, and mahogany desks and paneling, but their client-facing advisors have a challenge you may not know… They have what I call an “Ivory Tower” problem. Their focus has to be on figuring out what set of pre-selected funds, portfolios, products, or services you fit into best.
“Moderately conservative risk tolerance? This fund family is perfect for you…” does this sound familiar? They have an inherently inductive approach, they’re focused on putting you into their box, to paraphrase an old idea – “When you’re a hammer, everything looks like a nail.” Whether it’s ‘proprietary products,’ sales goals, or middle management working towards a bonus, the old guard has a conflict of interest they don’t want to talk about. Their “Principal” is the employing firm first, not the client.
At Simply Retire we take a different approach, one that is deductive. We don’t start with the tools or strategies and figure out how they could work for you, we start by focusing on your goals, dreams, aspirations, and legacy, understanding why it’s important to you and what’s at stake and then we create a plan, using tools strategies and ideas that make your desires a reality. It may seem like a subtle shift but when it makes all the difference for you… it matters to us.
J. Marcel Louimeus serves as Director of Institutional Retirement and is Founder, Owner, and Managing Principal of EXOS Wealth Strategies. As a Chartered Financial Consultant (ChFC ®), Chartered Retirement Plans Specialist (CRPS®), and an Accredited Investment Fiduciary (AIF®), Marcel has developed expertise in providing corporate fiduciary services and has worked with individual clients in many of the different aspects of financial planning and wealth management.
Marcel is recognized in the industry as an advisor of great influence and professionalism. Because of Marcel’s experience and successful track record with his clients, he has been featured on advisory panels and has participated at industry conferences to share best business practices on maximizing 401 (k) plan performance and employee participation.
Marcel graduated with a B.S. from LeTourneau University where he earned academic scholarships and played collegiate basketball during all four years of his undergrad. He even holds the record for the highest all-time field goal percentage in school history. Marcel completed his postgraduate work at LeTourneau University as well.
Marcel enjoys family movie nights, the culinary arts, doing outdoor activities with his wife and three children, and is an avid fitness enthusiast.
Exceeding your expectations at every turn is our goal.