Planning and Asset Management

Fiduciary + Fee Only = Your Best Interest

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

What sets us apart from the traditional banks and brokerage houses? We have a fiduciary duty to act in the best interest of our clients. A Registered Representative works for his or her brokerage company, but as Registered Investment Advisors (RIAs), we work only for you. You can look up our registration and history (or for any advisor here).

Our Planning Process:

  • Organizational Meeting – We gather your data with our organizer, review your financial and supporting documents, and define your goals.
  • Draft Meeting – We will input data into our financial planning software, identify your specific needs and go over your plan options.
  • Final Meeting – We will finalize and deliver your plan blueprint, explain action items and go over how to focus on obtaining goals.
  • Review Meeting – We update plan and review progress at least annually or whenever your needs change.

We realize that investing is not one-size-fits-all. After creating or reviewing your financial plan, we will build custom portfolios using index funds to match your plan’s long-term objectives. Through our custodian, TD Ameritrade, we have access to a virtually unlimited selection of securities, fixed income and index funds options at very low or no trading cost.

Need help managing your 401k or company’s retirement plan?

Wiser Wealth Management specializes in retirement plan management and portfolio allocations. Qualified retirement savings through your company’s plan is a great way to defer income and save for your financial future. Depending on the allocation options within your plan, you may not be maximizing your portfolio’s return.

Please call us at 678.905.4450 or Contact Us.

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