At Wise Wealth, LLC, we believe very strongly in helping you make informed decisions. To that end, we utilize a step-by-step process to help educate and advise you as you prepare for your future and the future of your loved ones.
The Four Essential Phases of a Sound Financial Strategy
A key to reaching the increased financial security we all desire is having an effective wealth accumulation strategy in place. This must be tailored around your unique financial goals, and it must be consistent with your timeframe without jeopardizing or impairing your current way of life.
While many individuals spend a lifetime building wealth, little effort is often spent on devising a strategy to wisely utilize one’s accumulated assets once in retirement, and many are concerned that they may actually outlive their savings. Wise Wealth, LLC provides solutions including the use of annuities which guarantee a retirement income you absolutely cannot outlive.*
Once in retirement, many individuals find it even more important to protect what they’ve spent a lifetime accumulating. After years of faithfully putting money away, the ‘saving years’ are over, and you must shift gears into a mode of preserving what you’ve built.
Wealth transfer can be a vital component of your financial strategy. It is the final step in our process, and it provides you the increased reassurance that comes with knowing that you have taken the steps necessary to help prepare for the continued security of your family.
*Guarantees subject to financial strength and claims paying ability of issuing insurer.
(This material is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Wise Wealth, LLC and its representatives do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney to discuss your specific circumstances.)
At Wise Wealth, LLC, we offer a wide range of products and services to assist you in crafting a sound financial strategy for the days ahead.
We are an independently owned financial services firm which allows us the freedom to not be tied to one company and the ability to use a variety of financial solutions that best suit our clients’ individual needs. We have access to a host of insurance carriers and products, giving us an extensive menu of choices from which to tailor your personalized financial strategy.
As an added value, we also collaborate with local accountants, estate planning attorneys and other professionals, helping to simplify matters and provide you access to holistic financial services with one simple call.
- Retirement Income Planning Strategies
- Retirement Analysis
- Estate Planning Strategies
- Charitable Giving Solutions
- Legacy Planning Strategies
- Variable & Fixed Annuities
- Fixed Index Annuities
- Brokerage Accounts
- 1031 Exchanges
- Real Estate Investment Trusts (REITs)
- Coverdell IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Traditional IRA
- Mutual Funds
- Bank Products (including CDs)
- Money Management
- 529 College Savings Plans
- 401(k) Planning
- 403(b) Planning
- Disability Income
- Life Insurance
- Long Term Care
- Medicare Supplements
Entrepreneurial Small Business
- Pension Planning
- 401(k) Planning
- Profit Sharing
- Cash Balance
- Defined Benefit