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Plan Smart. Live Wize.

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.

Starting a Business

 

Expanding a Business

 

Selling a Business

 

An Executive/Professional

 

Planning for Retirement

 

Planning a Legacy

 

Transitioning Between Jobs

 

Qualifying for Medicare

 

Qualifying for Social Security

 

Recently Lost a Loved One

 

Senior Benefits

 

Financial Plan

 

Starting a Family

 

Protecting Your Assets

 

Need to Start

 

WizdomOne Team

 

Helpful Content

Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

 

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Rebalancing Your Portfolio

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

When Markets React

When markets shift, experienced investors stick to their strategy.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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