There is a lot of conflicting advice when it comes to planning for retirement. There is too much at stake for you to make a huge mistake.
The WiseWay approach to retirement planning is likely different than anything you have ever encountered before. The financial industry was designed to drive sales by frightening you with scenarios that do not reflect real facts. Or they make empty promises of results years down the road that never come to fruition. Our simple and straightforward approach allows you to have peace of mind while enjoying retirement. Oh, and we do not think you will miss the high fees either.
We help you think through the important decisions to make sure your wishes are carried out. We partner with a nationwide network of estate planning attorneys that can help you create the legal documents you need. After all, if you do not have a plan in place, the state will make decisions for you, which may or may not reflect your wishes. If you already have documents in place, we will review them and ensure they do what you want them to do.
Rather than utilizing cookie-cutter model portfolios, we offer clients the opportunity to invest according to their values, beliefs, and passions. We create personalized portfolios that takes these values into account, along with each client’s vision, risk tolerance and capacity, income needs, and tax considerations.
If you are like most people, you probably get advice about insurance only from someone who is trying to sell you a policy. When you meet with WiseWay, it may be the first time you receive a comprehensive and objective review of your risk and insurance needs. Our goal is to review and explain your existing coverage, ensure you are not paying to much for coverage and recommend any changes you may need.
Every tax dollar saved is another dollar that you can put towards your vision for the future. That is why we focus on tax strategies that save you real money on taxes – things like commonly missed deductions, important paradigm shifts, effective planning strategies, and more.
We collaborate with you to create a long-term giving plan to accomplish your charitable goals and reduce taxes.