Investing
For Individuals
We work with individuals & families to develop strategies that help guide them towards their financial goals.
Financial Planning
We offer financial planning consultations to evaluate your financial situation, goals and risk tolerance. Through a series of interviews we will collect data, identify goals, objectives, financial problems, and prepare potential solutions. During this process, we uncover any areas that could expose you to unnecessary risks. A good financial plan must be made in order to assure a smooth transition through life’s financial phases.
Estate Planning
Estate Planning involves a review of 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 to leave a lasting legacy.
Retirement Planning
Retirement planning involves advice with respect to alternatives and techniques for accumulating wealth for retirement income or 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 sound financial plan is management of your investment portfolio. When you work with Wisely Advised, you have full access to our diversified model portfolios. These portfolios have a broad mix of stocks, bonds, mutual funds, and exchange traded funds within them. All of our portfolios are managed using tactical asset allocation and modern portfolio theory as the basis of their foundation.
Insurance Planning
Insurance planning includes risk management associated with advisory recommendations based on the combination of insurance types that best meet a client’s specific needs. This includes life insurance, health & disability, long-term care, and others as appropriate. In today’s world it’s important to ensure that you have the right amount of insurance to mitigate potential loss.
College Education Planning
Planning for secondary education has become an incredibly important part of financial planning. With the cost of education rising, it is never too early to start talking about ways to accumulate funds for a secondary education. Let us help you set up a 529 college savings plan today.
Accounts We Offer:
• Traditional & Roth IRA’s
• 529 College Savings Plans
• Brokerage Accounts
• Trust Accounts
• UTMA/UGMA Accounts