Broker Check

Our Services

At Wiser Financial Coaching we provide expert assistance in the following areas:

Financial Checkups

Specific, targeted reviews in the following areas:

  • Retirement: Rollovers,401(k) reviews, investment selection, asset allocation
  • Investing: Portfolio assessment and expense reduction, asset allocation, risk tolerance, investment selection
  • Windfalls: planning options for inheritances and large cash settlements
  • Insurance: Life, health, long-term care, disability. Reducing home and auto insurance costs
  • Estate Planning: wills, trusts, power of attorney, health care directives, attorney referrals
  • Budgeting and debt reduction
  • Loan comparison for new home, renovation and new car purchases
  • Real estate investment planning: deferring capital gains
  • 2nd Opinions: On any financial product or service
  • Custom services

Investments and Advisory Services

  • Commission free investing
  • Portfolio design and asset allocation modeling
  • Mutual fund selection
  • Reducing portfolio expenses

Business Planning

  • Investment Policy Statements
  • Business Exit Planning
  • Financial Planning as an employee benefit
  • 401(k) and retirement plans


  • Disability Income Insurance
  • Life Insurance
  • Long Term Insurance
  • Individual Insurance
  • Group Health Insurance

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • 403b Planning
  • College Plans
  • Estate Plans
  • Money Management