Educated-Wealth

Educated-Wealth Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Educated-Wealth, Financial service, Waco, TX.

We help small businesses, families, & retirees build tax-free retirement plans, protect assets, & create generational wealth through tailored strategies in insurance, retirement, & legacy planning—empowering long-term financial confidence & security.

👋 Hi Waco Business Owners!My name is Scott Kliewer, and I’m the founder of Educated-Wealth, a financial services firm de...
07/12/2025

👋 Hi Waco Business Owners!

My name is Scott Kliewer, and I’m the founder of Educated-Wealth, a financial services firm dedicated to helping small businesses and families build real, generational wealth.

We specialize in helping business owners:
• Reduce tax liabilities legally and efficiently
• Offer no-cost retirement and health benefit solutions to their team
• Structure executive bonus plans that attract and retain top talent

Since relocating to Waco, my mission has been simple: Educate leaders. Create wealth. Leave legacy.

If you’re a local business owner looking for creative ways to reward yourself and your employees—or simply want a second opinion on your current strategy—I’d love to connect.

📅 Schedule a free strategy session with me here: https://calendly.com/educated-wealth-1/retirement-benefits-strategy-for-business-owners
📩 Or feel free to DM me anytime.

Let’s build something great for your business and your legacy.

In this one-on-one session, we’ll explore cost-effective retirement and employee benefit strategies designed to help you build wealth, retain talent, and secure you…

We work with businesses to help them attract better talent, keep more of their money, and build a legacy through smart b...
07/07/2025

We work with businesses to help them attract better talent, keep more of their money, and build a legacy through smart benefits planning.

📢 BREAKING: Your Competitor Just Offered BenefitsAnd now your best employee is thinking about leaving.Sound dramatic? It...
06/26/2025

📢 BREAKING: Your Competitor Just Offered Benefits

And now your best employee is thinking about leaving.

Sound dramatic? It's happening every day.

💼 70% of small businesses don’t offer employee benefits.

🧠 That’s not because they don’t care—it’s because no one told them there are low-cost or no-cost options.

Here’s what YOU can offer:

✔ Group Health Insurance – Attract and retain talent

✔ Tax-Free Retirement Plans – Reward loyalty

✔ Legacy & Protection Planning – Build trust

And guess what?

💡 You can do this without setting up an expensive 401(k).

💡 You don’t need 50+ employees. Just a desire to lead.

🎯 Let’s talk benefits that build legacies.

📅 Book your FREE consultation today: https://calendly.com/educated-wealth-1/retirement-benefits-strategy-for-business-owners

"Cost Myth Buster”❌ Myth: Benefits Are Too Expensive ✅ Truth: Many small business benefit plans cost you NOTHING➡ Unlike...
06/25/2025

"Cost Myth Buster”
❌ Myth: Benefits Are Too Expensive
✅ Truth: Many small business benefit plans cost you NOTHING
➡ Unlike 401(k)s that cost thousands to set up,
We help you offer:
💸 Tax-Free Retirement Plans
💸 Group Health Options
💸 Executive Bonus Plans..with little to no cost to your business.
Let’s build a better plan for your people.
📅 https://calendly.com/educated-wealth-1/retirement-benefits-strategy-for-business-owners
hashtag hashtag hashtag

In this one-on-one session, we’ll explore cost-effective retirement and employee benefit strategies designed to help you build wealth, retain talent, and secure your business legacy — all with no setup cost to your business.

“Why It Matters”💼 Benefits Build Better BusinessesEmployees stay longer, work harder, and trust you more when they feel ...
06/24/2025

“Why It Matters”
💼 Benefits Build Better Businesses

Employees stay longer, work harder, and trust you more when they feel secure.

Offering benefits shows your team:
✔ You care about their families
✔ You’re investing in their future
✔ You’re building more than just a paycheck

Don’t wait until your top talent walks out.

Most small businesses don't know how affordable these plans can be for them.

Schedule your FREE benefits strategy session today.

📅 https://calendly.com/educated-wealth-1/1-on-1-consultation-for-business-owners

“The Big Problem”🚨 Small Businesses Are Losing TalentIf you're not offering health or retirement benefits, your best emp...
06/18/2025

“The Big Problem”
🚨 Small Businesses Are Losing Talent

If you're not offering health or retirement benefits, your best employees might already be looking elsewhere.

📊 Over 60% of employees say benefits are more important than salary when choosing where to work.

The good news?
✅ There are zero-cost options available for business owners.

Let’s solve this—together.
📅 Book a free consultation: https://calendly.com/educated-wealth-1

06/17/2025

At Educated-Wealth, we help families, business owners, and retirees build lasting financial security through personalized strategies rooted in education, stewardship, and legacy planning. We specialize in tax-free retirement planning, indexed annuities, life insurance solutions, executive compensation plans, and employee benefits—including group health and retirement packages for small businesses.

Our mission is simple:
Educating Leaders. Creating Wealth. Leaving Legacy.

Whether you’re preparing for retirement, looking to protect your family, or seeking to offer competitive benefits to your employees, Educated-Wealth provides the clarity and tools you need to grow and protect your wealth—with purpose.

About Scott Kliewer – Founder of Educated-Wealth

After 16 years in public education, teaching and leading schools in New York and California, Scott Kliewer discovered a critical gap—money is essential, yet rarely taught. That realization led him to transition into the financial services industry, where for the past 9 years he and his team have helped over a thousand families, real estate investors, and business owners create tax-efficient wealth strategies.

Now based in Waco, Texas, Scott is expanding his firm to serve Central Texas business owners and families, equipping them with the knowledge and tools to build generational wealth and financial freedom—all while staying true to his core values of faith, family, and financial stewardship.

🚨BREAKING: About 6.1 million Americans are behind on their mortgage, highest in 20+ years.New Problems always create new...
04/01/2025

🚨BREAKING: About 6.1 million Americans are behind on their mortgage, highest in 20+ years.

New Problems always create new solutions.
Get your finances ready to help others solve their problem

03/24/2025

“I will prepare myself and perhaps my time will come”Abraham Lincoln

“My time is going to come whether i am prepared or not!
If i am prepared when my time comes it will reveal me!!
If i am not Prepared it will expose me!!!”
Myron Golden

Your time WILL come!

Be prepared when it does!!

To all of our valued IUL & Annuity clients, you're safe. Don't you worry. You can sleep easy at night knowing these two ...
08/06/2024

To all of our valued IUL & Annuity clients, you're safe.
Don't you worry.
You can sleep easy at night knowing these two financial vehicles don't lose due to a volatile market... such as this one!
If you're worried about your nest egg, or current retirements savings being at risk please don't hesitate to message us!
DONT wait until Wall Street completely wipes o you out!

Address

Waco, TX
76712

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm
Saturday 9am - 2pm

Website

http://www.educated-wealth.com/, https://www.linkedin.com/company/educated

Alerts

Be the first to know and let us send you an email when Educated-Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Share