Financial Planning

Financial Planning, unlike many things, is actually exactly what it sounds like. It is simply planning to have available the amount of funds needed at the right time to accomplish an individual’s financial goal. Wiser Wealth Management offers comprehensive financial planning to assist you in creating a “blueprint” to reach your goals.

We do three things to develop your financial plan. First, we do an analysis of where you are now, ask you what your objectives are and then develop a strategy on how to best achieve those goals. Generally, financial planning objectives include, but are not limited to, the following:

Following the completion of a financial plan, you have two options. One, you can engage us to implement and monitor your plan, or, two, you can use our advice as a springboard for “doing it yourself.”

Wiser Wealth Management operates under the supervision of a Registered Investment Advisor, Master Estate Planner® and CPA.

These professional designations are the result of, as well as an indication of, the level of knowledge and experience gained in fields related to our business. This helps us to truly assure you that the best options to achieve success with your financial goals are being undertaken.

To get started, simply give us a call to schedule an appointment. Your first meeting with us is no obligation to you. We will simply discuss your needs and show you how we can help.

Take our Are Your Ready For Retirement Assessment

Please call us toll-free at 678.905.4450  ext 1.

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