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FINANCIAL SERVICES

Financial Security - Your Journey Starts Here.

What Makes Us Different

Welcome to Wealth Wise Financial and Tax Advisory

At Wealth Wise Financial & Tax Advisory, our mission is to ensure our clients feel truly cared for. We’re passionate about empowering you to make informed financial decisions that create a secure and prosperous future for you and your loved ones. From retirement planning to safeguarding your family’s financial well-being, we’re here to provide clarity, confidence, and peace of mind every step of the way.

Get In Touch Today

Let us help you build a life strategy that minimizes stress and maximizes happiness.

  • We employ an active investment management process designed to help maximize client’s return while minimizing risk.

  • We ensure your assets are in line with your needs, level of risk and goals.

  • 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

  • Social Security - Is your base guaranteed retirement income. Choosing when to take your Social Security is a crucial step in creating an income plan.

  • 401k/IRA/ROTH IRA

  • How to incorporate your retirement funds into income

  • Pensions versus a lump sum, which is best for you?

  •  What are your options for guaranteed income?

Income Planning

  • An annual lifetime process.

  • The objective of a tax plan is to minimize the amount of taxes you pay over your lifetime.

  • Tax diversification within your portfolio is paramount to minimize your taxes in retirement.

Tax Planning

  • Medicare planning and ensuring your plan fits you best.

  • Being aware of IIRMA brackets and how they affect your financial wellbeing. 

  • Being aware & prepared for future long term care costs.

Health Care Planning

  • Ensuring your financial assets are in order to pass on to your beneficiaries quickly and efficiently.

  • Allows you to specify how your assets are distributed after your death.

  • We help ensure that your financial assets go to beneficiaries of your choice.

  • With proper estate planning, you’ll help your loved ones avoid a time consuming and costly probate process.

Estate Planning

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