Moneywise, Inc.

Services Offered by Moneywise, Inc.

  • Asset Management
    • Including in depth discussion of risk and other factors that should be taken into account before a portfolio is allocated
  • Investment Consulting / 2nd Opinions
  • Retirement Planning
    • Cash Flow Analysis during retirement
    • Retirement Plan Analysis including selection of the best retirement plan for business owners
    • Order of withdrawals and tax implications for retirement funds
    • Changes to the plan when our clients course changes
  • Pension plan decisions
    • Taking a Lump Sum verses Annuitizing
    • Whether to buy more units
  • Integrating all areas of our clients planning so they are working together most efficiently
  • Social Security, Medicare, Affordable Care Act solutions
  • Early and/or late stage college planning
  • Teaching healthy money habits to children
  • Career change Advice
  • The next stage: how to lead a purposeful, fulfilling life
  • Money dynamics between couples
  • Caring for a loved one
  • End-of-life planning
  • Estate Plan Analysis and Things to Consider (We are not attorneys and do not draft documents)
  • Help with surviving the potholes of life
  • Insurance Needs Analysis
  • Budgeting & Debt Management
  • Solving cash flow issues
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