Wise Wealth specializes in quality oversight of personal finances to ensure people who are ready and within three years of retirement, can confidently set and pursue their goals for the future.
Retirement is a big topic, and we have a wealth of knowledge to share with you. With discussions tailored to your specific needs, your advisor can address your questions on topics such as:
- Investment Strategy and Retirement
- Taxes and Retirement
- Health Insurance / Medicare Options
- Asset Protection Strategies
- And more!
Retirement is not a sprint, and we are not a ‘set-it and forget it’ company. Our advisors are tuned in and turned on when it comes to your financial portfolio and goals.
Regular communication will foster expectations, strategy, and confidence between you and your advisor. In addition to addressing your needs, we will proactively provide you with:
- Ongoing Reviews
- Group Client Informational Meetings
- Collaboration with accountants, attorneys, and insurance, mortgage/banking, or charitable giving experts you may work with
Our collaborative and solution-focused approach aims to have a lasting impact on the lives of each of our clients. Among our greatest successes is being able to celebrate retirement milestones and achievements with our clients. When you thrive, we thrive!
Retired, or Close to It
We specialize in people who are retired or very close to it (typically 5 years or less). This allows us to tailor our service and expertise to the unique needs of retirees.
Diligent Saver
While our clients would hardly consider themselves to be “rich”, thanks to a lifetime of diligent saving and frugal living they have accumulated a retirement nest egg of at least $750,000.
Nice People
This might sound cliché, but we will only work with genuinely nice people with whom we share a mutual respect.
Looking for a Trusted Advisor
Our clients understand that the success of their retirement is too important to be doing it themselves, and they understand the value of having expert guidance.
If this sounds like you, and you have saved at least $750,000 towards your retirement, we would love to speak with you. Let’s get in touch.
At Jarvis Financial we work as a single team, all working together to deliver massive value to clients. Thanks to the wonders of technology, no matter who you talk with on our team, we are all collaborating towards your success.
Accountants, Attorneys and Other Professionals
In a sense we serve as a client’s financial concierge where they can direct any and all financial questions. If we don’t know the answer and/or we need to bring in other experts, we will carefully coordinate and collaborate with other professionals such as accountants, attorneys, insurance agents, bankers, etc.
