Why Choose Wisdom Investments?

Comprehensive review of your financial plan to highlight opportunities for maximizing tax reduction strategies.

Annual review of your tax planning situation to discover tax-loss harvesting opportunities.

Complimentary consultation with your tax preparer.

Recommendations of financial planning strategies designed to leverage current opportunities within the existing tax law structure.

Continual implementation of strategies conducive to ever changing regulatory structure.

Analysis of your current and future income needs.

A comprehensive analysis of Social Security including strategies that coordinate with your other sources of income.

Continual development and implementation of recommendations to fund your income needs to optimize your lifestyle.

Recommendations regarding the most appropriate distribution strategy for your employer retirement plans and IRAs.

Assistance with establishing an Inherited IRA.

Review the possibilities of converting to a Roth IRA.

Analysis of your current estate plan

Review of strategies to efficiently transfer wealth to your loved ones

Complimentary consultation with your attorney

Assistance in transferring assets to your Living Trust or other trusts

Providing guidance with the appropriate and necessary steps in the event of the death of a loved one

Review of beneficiary designations and asset titling

Reviewing your investments and designing a personalized portfolio appropriate to your needs

Year-long, continual monitoring of your investments

Regular meetings to review your investment performance, update your overall financial objectives and if necessary, reallocate your portfolio

Independent advice

Reviews or Recommendations regarding asset allocation within your existing portfolio

Quarterly economic report detailing updated analysis and a current view of investment markets

Regular Newsletters to keep you apprised of the most current planning options

Regular reviews

Special reports on how to help reduce your taxes and other important topics

Access to your advisor’s calendar to schedule reviews at your leisure

Secure document communication via vault system