Disclosures

Client satisfaction – Score calculated based on client feedback via satisfaction survey conducted after annual review meetings.
 
Client retention- Score calculated based on total clients from 2015-2020 minus clients lost divided by total clients.  

Wiser Wealth Management, Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Recent Tweets

On the latest Wiser Wealth Roundtable podcast, the team delves into 5 topics in the news this week.  Those include a summary of an interesting Wall Street Journal article, COVID relief part 2, Bitcoin mania, the GA special elections & market volatility. https://conta.cc/2XyGsXQ

Check out the latest episode of the Wiser Wealth Roundtable #podcast! The team discusses their top fund picks and predictions for the #market in 2021. https://conta.cc/3bqJeXp

Are you ready for #retirement? On this week’s Wiser Wealth Roundtable #podcast, the team discusses four categories you should consider as you prepare for retirement. Lifestyle, managing cash flow, #portfolio management & finding a purpose in retirement. https://conta.cc/3nYBpvo

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