We receive no commissions or 12 B-1 fees. This means NO product pushing!
We have a legal responsibility to act in a trustworthy and honest way.
We prudently recommend in good faith and trust.
We're legally responsible for your well-being
We NEVER sell or push products. We don’t even offer them.
Our CFP® professionals evaluate your financial health and build a plan and portfolio tailored just for you.
We have an easy fee structure based on how much in assets we manage for you or billed as a flat fee.
Meet to establish a baseline of your current financial health.
Discuss goals, areas of concern & develop path forward.
Review your plan and introduce other professionals as needed (CPA, legal, etc).
Develop a financial plan to guide you in achieving your long term financial goals.
Build your portfolio to match your financial plan.
Our partner CPAs and attorneys provide a seamless & total wealth management experience.
Review of your current 401k allocations & recommendations that align with your personal financial objectives.
Have you started saving for college? Assistance with tax advantage savings plans is provided.
Are you properly insured? Our team can make sure you have the most appropriate insurance coverage.
The best time to think about long term care is before you need it. We can help.
The retirement planning process will include your expected social security income and Medicare costs.
Wiser Wealth Management builds custom portfolios using low cost index funds to match your plans long-term objectives.
Using low cost index funds through our custodian, TD Ameritrade, we have access to a virtually unlimited selection of funds at a very low or no trading cost.
Supported by a global team and BlackRock’s Aladdin® technology, we are able leverage additional resources to manage portfolios.
Our team promises to work with you to achieve your lifetime financial goals and objectives.
We understand you are entrusting your family’s financial future, not to a particular financial plan or investment portfolio, but to Wiser Wealth Management. As your trusted advisor, we are ready to accept this responsibility.
Brad Lyons, CFP® explains in our latest blog why the NASDAQ 100 recently turned higher for the year, while the S&P 500 and the Dow Jones Industrial indexes are still struggling. @cashflowcaptain #NASDAQ https://wiserinvestor.com/innovation-in-turbulent-times/
If your company offers a 401(k) retirement savings plan, as most do, one of the big questions you may have to answer is this: Which version do you want—traditional or Roth? https://www.investopedia.com/articles/retirement/06/moreonroth401k.asp?utm_campaign=rss_headlines&utm_source=rss&utm_medium=referral
Did you know you can still reduce your 2019 tax liability by contributing to an IRA? http://www.marketwatch.com/news/story.asp?guid=%7B4F74210A-A020-11EA-BFCD-94D20850D27A%7D&siteid=rss
