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COVID-19 Wizdom Resource Center

We built the WizdomOne Group Family of Companies for our clients believing in the fundamentals of one concept. A common sense concept, that unfortunately is not common practice; advisors should act as client advocates instead of product advocates for their firms. 

As a result, over the years, we have been fortunate to work with a wonderful group of clients who have helped us build our family of companies into a boutique risk and investment management group of companies focused on the accumulation and protection of wealth for business owners, entrepreneurs, professionals and executives.

As our client's wealth advisors we focus on providing a highly responsive level of service, organic advice and fresh smart ideas. Additionally, while staying current and attentive, we are committed to advocacy and education of our clients.


WizdomOne Group Encompasses:

WizdomFinancial Advisors LLC - a private wealth management firm.

WizdomTree Benefit Solutions Inc. - a full-service all-inclusive and innovative employee benefits firm.

WizdomCare Senior Solutions LLC - a full-service Medicare plans agency

WizdomTower Risk LLC - a full-service insurance agency servicing clients’ business and personal property & casualty insurance needs.

Starting a Business

 

Expanding a Business

 

Selling a Business

 

An Executive/Professional

 

Planning for Retirement

 

Planning a Legacy

 

Transitioning Between Jobs

 

Qualifying for Medicare

 

Qualifying for Social Security

 

Recently Lost a Loved One

 

Senior Benefits

 

Financial Plan

 

Starting a Family

 

Protecting Your Assets

 

Need to Start

 

WizdomOne Team

 

Helpful Content

A House Divided

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

What Do Your Taxes Pay For?

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Should I Pay Off Debt or Invest?

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

 

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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