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Financial Planning Services

We serve a wide range of clients – individuals, families, and business owners, giving them confidence and clarity about their financial future.

Because we’re a business with a strong family atmosphere, we consider our clients part of our extended family. As a result, we take great care to get to know our clients and provide custom plans tailored to their needs and goals.

We have the tools and background to provide the services that may fit your needs.

Exciting Announcement from WiseBridge Wealth Management

As we continue to expand and cater to the diverse needs of our clientele, this offering helps ensure that the legacy you've built is managed with the utmost care and precision.
Navigating estate matters can be intricate, but our dedicated team is here to simplify and guide. Watch the video to learn more about how WiseBridge is your devoted partner in this journey.
Let's talk Estate Settlement with WiseBridge Wealth

Our Services

Retirement Planning

Our team will help you get retirement right. We’ll put together a customized blueprint for accumulating wealth, protecting your wealth during retirement, and helping ensure your retirement income meets your needs.

Wealth Planning

Financial freedom is a great feeling. Our team helps design a wealth management plan that will prepare you for all that life can bring – and helps get you where you want to be.

Active Portfolio Management

Using our simple and visible strategies and solutions, we actively manage investment portfolios to help achieve your financial goals and work within your tolerance for risk.

Estate Planning

What do you want your legacy to be? Working with you and your attorney, we will help establish a comprehensive estate plan that leaves nothing to chance.

Risk Management

Insurance plays an important part in every financial plan, including life, long-term care, and disability coverage. Our team will calculate your needs and recommend coverage to protect your portfolio from catastrophic risk.

Proactive Tax Planning

We’ll work hard to minimize your tax obligations before and after retirement. Our team will plan ahead for significant tax events and help you keep more of your hard-earned dollars in hand. 

Employer Group Benefits

We customize risk management products, including health, life, and disability. We also provide retirement plans to improve employee retention. 

Medicare and Individual Health

Medical insurance can be confusing, which is why individuals engage WiseBridge’s services to reduce their potential out-of-pocket spending. We will find the best fit for you. 

Social Security Planning

Nearing retirement? You will need to start thinking about Social Security. With the help of our caring team, you will have all the knowledge and experience you need to get the most out of Social Security.
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A Four-Step Process

  • Begin with the Discovery Experience where we dive into your personal aspirations and acknowledge your unique characteristics.

  • Next, we introduce the Strategy Matrix, providing you with a decisive plan and instilling the power of belief.

  • This leads to the Financial Game Plan, organizing your monetary matters for targeted guidance.

  • Concluding with the Confidence Review, we help ensure your strategies stay updated and relevant. Throughout this journey, our aim is to keep you inspired and assured of your path to success.

Below we break down the process for further clarity:

Our Planning Process

The Bridge to Success

We help our clients create plans and strategies to maximize their lifestyles and legacies. There are four steps within our Bridge to Success process.

The Discovery Experience

We’ll discuss your unique personal goals and dreams. We will also identify and consider the dangers, opportunities, and strengths every individual brings to the table. The Discovery Experience continues until each individual feels cared for and understood.

The Strategy Matrix

You can expect to receive informative direction for a secure and decisive course of action. We will work together to give you a strong sense of ownership of your plan. We will guide you to feel the simple law of prosperity - believe and succeed.

The Financial Game Plan

At this stage, you can anticipate us categorizing all of your financial experience into an organized snapshot. The financial snapshot is continuously evolving, and your navigation will be tailored to suit your personal needs. The navigation is important because it helps you focus on the essential things rather than stress.

The Confidence Review

Your exclusive review will be fashioned to meet your needs. We will update your personal information during this meeting and evaluate your ongoing strategies. 

The Bridge to Success process is a continual oversight of your individual situation. At each step, we will seek for you to be re-inspired and confident that these needs are being managed to your benefit.

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