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OUR PROCESS
Financial Security: Your Journey Starts Here.
What Sets Us Apart
At Wealth Wise Financial & Tax Advisory, our calling and mission is, our clients are cared for. We are passionate about guiding our clients towards informed decisions that build a secure and prosperous future for themselves and their families. Our goal is to bring clarity and peace of mind by helping you achieve your financial goals, from planning for retirement to securing your family's future.
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We employ an active investment management process designed to help maximize client’s return while minimizing risk.
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We ensure your assets are in line with your needs, level of risk and goals.
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We take an objective approach to every investment we recommend. We are able to offer a diverse universe of investments that align with your individual situation.
Investment Planning
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Social Security - Is your base guaranteed retirement income. Choosing when to take your Social Security is a crucial step in creating an income plan.
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401k/IRA/ROTH IRA
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How to incorporate your retirement funds into income
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Pensions versus a lump sum, which is best for you?
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What are your options for guaranteed income?
Income Planning
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An annual lifetime process.
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The objective of a tax plan is to minimize the amount of taxes you pay over your lifetime.
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Tax diversification within your portfolio is paramount to minimize your taxes in retirement.
Tax Planning
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Medicare planning and ensuring your plan fits you best.
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Being aware of IIRMA brackets and how they affect your financial wellbeing.
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Being aware & prepared for future long term care costs.
Health Care Planning
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Ensuring your financial assets are in order to pass on to your beneficiaries quickly and efficiently.
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Allows you to specify how your assets are distributed after your death.
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We help ensure that your financial assets go to beneficiaries of your choice.
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With proper estate planning, you’ll help your loved ones avoid a time consuming and costly probate process.