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.
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
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The latest trends in travel reflect a rich menu of exciting new possibilities.
An inside look at how marginal income tax brackets work.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This questionnaire will help determine your tolerance for investment risk.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A special needs trust helps care for a special needs child when you’re gone.
Estate conservation is too important to put off. Do you have a smart exit strategy?
When should you take your Social Security benefit?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
All about how missing the best market days (or the worst!) might affect your portfolio.