Broker Check

Financial Planning

If your future could talk to you, what would it say?

If your future could talk to you, what would it say?

Today, you have more choices than ever in what you will do after retirement as well as in how you can save and prepare for this new phase of life’s journey. But with these choices comes greater complexity. 

At Wisdom Financial Management, our goal is to help you navigate the changes and decisions you face as you prepare for retirement. Whether you are deciding how to allocate the dollars in your 401(k), reevaluating your long-term investment strategy, or getting ready to convert your hard-earned savings into retirement income, we can help you every step of the way. We can help you understand the complicated, ever-changing landscape of tax law and investment options. At the same time, we can serve as a compass, providing disciplined, objective advice to help keep you on track to meet your goals.

We Can Help You


Finding the true north of your
long-term financial success.


Maximizing the money you save and invest for your future.


Preserve, protect, and continue to grow your assets after retirement.


Making the right decisions along life's journey.

Business Owners

Business Owners

  • Employee retirement benefits planning
  • Succession planning
  • Business valuation
Comprehensive Financial Plan

Comprehensive Financial Plan

  • Investment planning
  • Education planning
  • Income tax planning
  • Retirement planning
  • Long-term care planning
  • Estate planning
  • Insurance planning and Risk management
Special Circumstances

Special Circumstances

  • Nontraditional families
  • Terminal illness
  • Divorce
  • Dependents with special needs
  • Job change and job loss, including severance packages 

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