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Planning & Asset Management

Why do you need a financial plan?

Peace of Mind

Worry less about money and gain control of your finances.

Prioritize & Organize

Our partner CPAs and attorneys provide a seamless & total wealth management experience.​

Focus on the Future

Develop a plan to achieve financial freedom in retirement.

Our Financial Planning Process

A financial plan is a comprehensive picture of your current finances, your financial goals and any strategies you've set to achieve those goals. Comprehensive financial planning should include details about your cash flow, savings, debt, investments, insurance, taxes and any other elements of your financial life. Our team of advisors and Certified Financial Planner® professionals will sit down with you to develop a plan in three meetings.

Prepare

Meet to establish a baseline of your current financial health.

Draft

Discuss goals, areas of concern & develop path forward.

Delivery

Review your plan and introduce other professionals as needed (CPA, legal, etc).

Going forward, annual review meetings are conducted to assess your financial health each year, address any life changes and monitor your plan. Financial plans can be developed as part of our asset under management process or billed hourly.

What We Will Cover

Financial
Planning

Develop a financial plan to guide you in achieving your long term financial goals.

Asset
Management

Build your portfolio to match your financial plan.

Tax Preparation & Legal Services

Our partner CPAs and attorneys provide a seamless & total wealth management experience.

401k
Allocations

Review of your current 401k allocations & recommendations that align with your personal financial objectives.

Education
Savings

Have you started saving for college? Assistance with tax advantage savings plans is provided.

Insurance & Risk Management

Are you properly insured? Our team can make sure you have the most appropriate insurance coverage.

Long Term Care Planning

The best time to think about long term care is before you need it. We can help.

Medicare & Social Security

The retirement planning process will include your expected social security income and Medicare costs.

How Wiser is Different

  • Our Advisors are Fiduciaries

    We're legally responsible to act in your best interest.

  • There are no Conflicts of Interest

    We NEVER sell or push products. We don’t even offer them.

  • We Build a Financial Plan & Portfolio for You

    Our CFP® professionals evaluate your financial health and build a plan and portfolio tailored just for you.

  • Our Fees are Simple and Transparent

    We have an easy fee structure based on how much in assets we manage for you or billed as a flat fee.

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