Financial

Planning

We offer financial planning consultations to evaluate your financial situation, goals, and risk tolerance. Through a series of interviews, we gather data, identify goals and financial issues, and prepare potential solutions. During this process, we uncover areas that may expose you to unnecessary risk. A solid financial plan helps ensure a smooth transition through life’s financial phases.

Estate

Planning

Estate Planning involves a review of your assets and liabilities, the titling of assets, as well as the consideration of trusts. At Wisely Advised, we will provide advice with respect to property ownership, distribution strategies, estate tax reduction, as well as a discussion of gifts and trusts. Estate planning is where we lay out all of your plans so that you can leave a lasting legacy.

Retirement

Planning

Retirement planning involves advice with respect to alternatives and techniques for accumulating wealth for retirement income  as well as advice relative to appropriate distribution of assets following retirement. Additionally, self-directed retirement assets are evaluated and, where appropriate, recommendations and assistance are provided our clients. ​

Investment Management

One of the most important aspects of a financial plan is management of your investment portfolio. When you work with Wisely Advised, you have full access to our diversified model portfolios. These have a broad mix of stocks, bonds, mutual funds, and exchange traded.. All of our portfolios are managed using tactical asset allocation and modern portfolio theory as a foundation.

Insurance

Planning

Insurance planning includes managing risk through recommendations based on the combination of insurance types that best meet your specific needs. This may include life, health and disability, long-term care, and other coverage as appropriate. In today’s world, it’s essential to have the correct amount of insurance to mitigate any potential loss.

College Education Planning

Planning for secondary education has become an increasingly important part of financial planning. With the cost of education rising, it’s never too early to begin discussing effective ways to accumulate funds for a future secondary education. Let us help you set up a 529 college savings plan today so you can start preparing for your children's future with confidence.