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.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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Estimate how much income may be needed at retirement to maintain your standard of living.
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Estimate how much of your Social Security benefit may be considered taxable.
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Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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A presentation about managing money: using it, saving it, and even getting credit.
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When Markets React
When markets shift, experienced investors stick to their strategy.
Bridging the Confidence Gap
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The Latte Lie and Other Myths
Do you know these three personal finance sayings?
RE: Retirement
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.