Our
firm specializes in protecting and preserving our clients assets.
We
take a holistic approach to financial planning in that we analyze your
overall financial well-being. We discover your hopes and ambitions as it pertains to your financial objectives. We
utilize a series of personalized consultations to develop a financial
plan that is custom tailored to address each of your goals and
objectives.
Money Wise is
not like most other firms. We are independent, with no ties to a large
Wall Street firm. We are free to recommend the best financial products
to help meet your goals.
You
also benefit from our size. As a boutique one stop shop, we have access
to the entire universe of investments for our clients. Every
relationship is important to us. We rely on referrals from people in
our community to grow our business. You won't be treated like just
another account number, and there is no corporate bureaucracy when you
need an answer about your money.
Our
commitment is to motivate each client in reaching financial
independence . Our advice spans the broad range of financial issues you
must address:
- Creative estate enhancement
- Tax minimization
- Conservative investment opportunities
- Individualized retirement planning
- Diversified money management
- Life insurance
