Our Services

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals. 

Before our first meeting, each new client has already accumulated a lifetime's worth of decisions, questions, and financial strategies. Many have even acquired an advisor or two along the way.

Our job is not to disrupt what you are already doing, but to get a better idea of where you are in your financial journey, and to help review how this relates to where you want to be.

If what you thought to be true about your retirement plans wasn’t true, when would you want to know? 

Over years of working closely with hundreds of prospective clients, we've found there can be great value in offering a "second opinion," informed by our passion for comprehensive financial planning strategies. We strive to be a helpful knowledge resource for your financial journey.  

Learn the value of knowing what you don’t know you don’t know.

At Wealth & Wisdom Professionals, we believe that knowledge is not power. Knowledge only becomes power when it is correctly applied or implemented.   

KNOWLEDGE is something you learn, WISDOM is the ability to apply that knowledge to your everyday life. We want to empower you to make sound decisions that will help you pursue your goals and plan for your ideal retirement. Through a customized approach, we work with you to create plans that address every aspect of your financial life, goals, and dreams.

Through this process, our goal is to bring clarity and confidence to your financial life. To make this a reality, we provide specific resources that aim to simplify the complicated by providing you with easy-to-understand tools to help you organize your finances, plan effectively for the future, and invest your money efficiently.

It’s also the foundation for intelligent, well-considered decisions. When you have complex financial goals like retirement planning in sight, sound decisions are vital in helping you pursue those goals while avoiding costly mistakes that can impact your future. For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

We specialize in preserving the financial integrity of your family. Learn the value of knowing what you don’t know you don’t know. We are happy to serve as a knowledge resource for our clients and prospective clients to help you take control of your financial future.

As financial professionals, we are committed to helping people just like you create solutions for their retirement assets. Once we understand your risk tolerance, time horizon, and goals, we'll work to develop a plan that carefully balances investment strategies with preserving principal.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. We work closely with our clients to evaluate those opportunities and reap those rewards. 

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today. One of our primary goals is to develop a long-term, trusting relationship with you.

One of our primary goals is to develop a long-term, trusting relationship with you. We look to accomplish this goal by placing great importance on your questions and concerns. Your agenda is our agenda.

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and strategies to help you reach your goals.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in the value of independent, local advice, and we are not afraid to challenge conventional wisdom in our approach to investing and preserving your wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. 

We offer a complimentary, confidential financial review and portfolio analysis. We can help determine if you are on track to achieve your financial objectives. At a minimum, you will be presented with a clear view of a path that can help you attain your important financial goals. We have a passion for excellence, offer uncommon service, and place great emphasis on accountability. 

There is no obligation, and most importantly, no pressure to continue working together. Please call or email today to schedule your complimentary review. We would welcome the opportunity to speak with you. 

A free financial consultation can make a world of difference in your life, especially if you’ve ever found yourself asking these questions:

1. Will my retirement plan successfully carry me through retirement?

2. What are my best options for putting my kids or grandkids through college?

3. What is the best way to transition my wealth to future generations?

4. How can I maximize my retirement plan while minimizing my tax burden?

5. How can I get the most from my insurance and benefits plan?

6. You have a unique life, unique circumstances, and unique goals. You deserve a unique financial strategy to go with it.

In your complimentary consultation, we will take the time to learn about your values, goals, and objectives. We’ll ask questions about how you envision your retirement, what financial issues are causing you stress, and what investment concerns you have. After we get to know you, we will put together a plan designed to help you pursue the retirement you desire. 

Once we have had a chance to put together a plan, we will invite you back to go over the plan and answer any questions you may have. If and when you are comfortable with our thoughts and recommendations, you can decide to become our client and we will implement your plan. 

Don’t put your peace of mind off any longer. Take a minute and make the security of a well-planned financial future your priority! To get more information about our free financial consultation or to schedule a time to meet, call our office at 951-553-1111.