Financial Planning & Investing

Financial Planning

Financial Planning, unlike many things, is actually exactly what it sounds like. It is simply planning to have available the amount of funds needed at the right time to accomplish an individual’s financial goal. Wiser Wealth Management offers comprehensive financial planning to assist you in creating a “blueprint” to reach your goals.

Our process is to,  first do an analysis of where you are now, ask you what your objectives are and then develop a strategy on how to best achieve those goals. Generally, financial planning objectives include, but are not limited to, the following:

Following the completion of a financial plan, you have two options. One, you can engage us to implement and monitor your plan, or, two, you can use our advice as a springboard for “doing it yourself.”

Our team assisting you develop your long-term plan is comprised of a financial planner, CPA and a attorney.

These professional designations are the result of, as well as an indication of, the level of knowledge and experience gained in fields related to our business. This helps us to truly assure you that the best options to achieve success with your financial goals are being undertaken.

To get started, simply give us a call to schedule an appointment. Your first meeting with us is no obligation to you. We will simply discuss your needs and show you how we can help.

Investment Management

Here at Wiser Wealth Management, we provide advice, not products. We are a “fee only”  Registered Investment advisory firm. We do not receive any kind of commissions or 12B-1 fees from any financial services provider. This insures you the best investment recommendations with NO “product pushing.”

What sets us apart from the traditional brokerage houses is that we have a fiduciary duty to act in the best interest of our clients. A Registered Representative works for his or her brokerage company; we as Registered Investment Advisors (RIAs) work only for you.

Click here to learn more about RIAs and Brokers.

We realize that investing is not one-size-fits-all. After creating or reviewing your financial plan, Wiser Wealth Management builds custom portfolios using index funds to match your plans long term objectives. Through our custodian, TD Ameritrade Institutional Services, we have access to a virtually unlimited selection of securities, fixed income, Exchange Traded Fund (ETF) and options at low trading cost.

Click here to learn more about how we invest.

Need help managing your company’s retirement plan?

Wiser Wealth Management specializes in retirement plan management and reviews. Qualified retirement savings through your company’s plan is a great way to defer income and save for financial independence. However, if you are invested in the wrong choices within your plan, you probably aren’t maximizing your portfolio’s return. This could leave you having few, or even not enough, funds to support yourself down the road.

Our Credentials

Wiser Wealth Management is comprised of a CPA, Attorney and Financial Planner that make up a team, working for you. These professional designations are the result of, as well as an indication of, the level of knowledge and experience gained in fields related to our business. This helps us to truly assure you that the best options are being chosen to achieve success with your investment portfolio.

Please call us toll-free at 678.905.4450  ext 101. Or contact us.

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