We built the WizdomOne Group Family of Companies for our clients believing in the fundamentals of one concept. A common sense concept, that unfortunately is not common practice; your advisor should work for you and your business, not the insurance and investment companies.
As a result, over the years, we have been fortunate to work with a wonderful group of clients who have helped us build our family of companies into a boutique risk and investment management group of companies focused on the accumulation and protection of wealth for business owners, entrepreneurs, professionals and executives.
We focus on providing a highly responsive level of service, organic advice and fresh smart ideas. Additionally, while staying current and attentive, we are committed to advocacy and education of our clients.
WizdomOne Group Encompasses:
WizdomFinancial Advisors LLC - a private wealth management firm.
WizdomTree Benefit Solutions Inc. - a full-service all-inclusive and innovative employee benefits firm.
WizdomCare Senior Solutions LLC - a full-service Medicare plans agency
WizdomTower Risk LLC - a full-service insurance agency servicing clients’ business and personal property & casualty insurance needs.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
A quick look at how federal income taxes work.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
The federal government requires deceased individuals to file a final income tax return.
Learn a little about worldwide currency in this fun infographic
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
A letter of instruction provides additional and more personal information regarding your estate.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There are a few things to consider when buying or leasing your next vehicle.
How does your ideal retirement differ from reality, and what can we do to better align the two?
The decision whether to buy or rent a home may have long-term implications.