Why Choose Wisdom Investments?

Compare our services to your current financial advisor

    • 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