receive your free

Retirement Analysis

We answer pre-retirees three biggest questions – no strings attached!

Partnering with a financial planner is a big decision

We think a Free Analysis is a great way for both WiseWay and you to learn what it would be like to work together.

This relationship is built on trust. We want to provide immediate value and help you make an informed decision as to whether it makes sense for us to work together.

A free retirement & tax assessment. We will determine if it is possible to improve your retirement success or reduce your tax bill before paying us a single dollar.

Diligent savers over age 50 who have accumulated investment & retirement assets of $250,000 or more. (Excluding real estate.)

Business Owners looking to lower taxes and utilize the advantages of being a business owner.

No problem! Schedule a 15 minute chat and we can determine a solution that is right for you.

NO SALES PITCH

This isn’t a sales pitch disguised as a free “strategy session.” We want to get to know you. Also, we don’t sell anything. That’s important to know.

CLARITY

As a result of our meeting, you’ll have a better understanding where you are now, and steps you need to take for your future, and best of all it fits on one page!

CONVERSATION

During our meeting, you’ll have a conversation with your spouse that very few people have ever had. It may just be the best part of our time together!

5 Steps to Your Free Financial Analysis

Schedule Your Conversation

You can schedule your conversation online or in person at this link.

Get acquainted conversation

During this time, our team will get to know you and your financial goals, needs, and concerns. After this conversation, we will request a few important documents.

Analyze and strategize

We will apply years of experience, decades of research, and thousands of hours of training to answer three critical questions for you:
1. Are you on track to reach your long term goals (e.g. retirement)?
2. How can your tax bill be reduced?
3. How can your investments be improved?

Explore Strategies

With the analysis complete, we will have a second conversation to explore possible strategies. We will explain what you need to do to reach your financial goals. We will also answer your three critical questions. At the end of our time together, we will ask if you would like to begin working with our firm.

Make a Smart decision

We are looking for long-term client relationships, not a quick transaction. It’s important to take as much time as needed to make a decision. To help you make the best decision, answer these questions:
1. Do I like and trust the WiseWay team?
2. Do the benefits outweigh the cost?
3. Do the financial planning recommendations make sense?

We will follow up with you to determine how you would like to move forward.