WISE FINANCIAL COUNSEL
We offer tailored strategies to provide you with the necessary
solutions
to accomplish your financial planning goals.
Wise Financial Counsel is a fee-only, state registered financial services firm that specializes in helping families build a strong financial foundation to leave a legacy for future generations. We pride ourselves in providing customized services, tailored to each individual client’s financial situation, to help them achieve their financial goals.
We focus on specialization, customization and support. We understand that no two clients have the same financial situation or financial planning needs. Therefore, we take a customized approach to creating a tailored plan for each client.
We also offer ongoing support. We believe that preparing for financial success is a process. And we are here to guide you through every step of the way.
We are here to help you to build a foundation
to secure your financial future.
Wise Financial Counsel will put you on the road to financial freedom.
We believe that the foundation of any financial plan begins with preparation and you have to be prepared to cover your basic and necessary expenses.
Setting financial goals will give you a clear picture of where you would like to be financially. Once you set a specific goal whether it be the purchase of a new
Tracking cashflow is essential to the financial planning process. We will help you properly account for inflows and outflows so that you can better allocate
Financial education is essential to your financial success. Our firm sponsors educational webinars and seminars on financial education and literacy. The
Bad debt and credit can be detrimental to the success of a financial plan. It is important to manage credit and debt so that they will not negatively impact your
If you are a new business owner or plan to start a new business, it is essential to have a strategic business plan. You need to write out your
Contact us today to schedule a call for a free consultation.
We welcome the opportunity to provide you with our customized financial services.
We believe that the foundation of any financial plan begins with preparation and you have to be prepared to cover your basic and necessary expenses.
Tracking cashflow is essential to the financial planning process. We will help you properly account for inflows and outflows so that you can better allocate
Bad debt and credit can be detrimental to the success of a financial plan. It is important to manage credit and debt so that they will not negatively impact your
Setting financial goals will give you a clear picture of where you would like to be financially. Once you set a specific goal whether it be the purchase of a new
Financial education is essential to your financial success. Our firm sponsors educational webinars and seminars on financial education and literacy. The
If you are a new business owner or plan to start a new business, it is essential to have a strategic business plan. You need to write out your
Contact us today to schedule a call for a free consultation.
We welcome the opportunity to provide you with our customized financial services.
Financial planning is an ongoing process. To be successful you have to have a plan, implement the plan, and monitor the plan. All of this can be overwhelming if you do not have the proper tools and support. This is why we are here for you.
At Wise Financial Counsel, we will be there with you every step of the way to ensure that you achieve your financial goals. We will support you throughout the process and provide you with the necessary tools to help you achieve your financial objectives.
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If you want to stay informed, check out our blog! We will share information about important financial topics that will help you to improve your financial situation.
Are you wondering how you should prepare to help your child with the cost of a college education? If so, there are several savings vehicles that can be used to help fund your child’s education. The most common are the Coverdell Education Savings Account and 529 College Savings Plans.
One of the most important benefits of Estate Planning is peace of mind for you ...and your loved ones. Why avoid planning for the inevitable? Why not have a plan to ease the burden on those you love the most in preparation for the time of your transition? Don't delay, get a plan!
It can feel overwhelming to take an inventory of everything you own and decide ...how you want to distribute assets to heirs. However, this is the first step of estate planning which will give you and your loved one’s peace of mind. Do you have an estate plan?
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