As a former teacher, our founder has built Wise Wealth on the foundation of wisdom. Our slogan is “First Wisdom, Then Wealth” which means we provide education and wisdom before building successful financial plans.
As an education-based financial planning firm, we provide education through our podcast, our book, and through our educational workshops. The education continues for our clients through Wise Wealth University and other educational classes unique to their stage of retirement.
The team at Wise Wealth strives to provide the highest level of service and care for every client, including the way we customize plans. Our three-bucket approach makes the plan easy to understand. Unlike other financial firms, which only offer investment or insurance products, our Simplify Your Retirement Plan® Process goes beyond typical financial planning covering 7 areas of planning: Liquidity, Income, Growth, Tax, Insurance, Legacy, and Freedom.
If you want to learn more or have any questions for our experienced team, please reach out to us at info@wisewealth.com, or visit www.WiseWealth.com.