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
Insurance
- 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