If you plan smart you can live wize.
At the WizdomOne Group we believe in the fundamentals of a common sense concept that unfortunately isn't common practice when working with most advisors. Your advisor should be your trusted advocate; one who works for you with an unbiased code of conduct, instead of working for the company whose products they represent.
Our innate philosophy is a to focus on you the client. 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.
Plan Smart. Live Wize
If it were easier for small businesses to band together to offer sponsored retirement plans, would more workers begin saving?Read More
Florida Isn't the Best Place to Retire (It's Actually #8) https://www.kiplinger.com/slideshow/retirement/T006-S001-all-50-states-ranked-for-retirement-2018/index.htmlRead More
The financial state of Social Security is worse than the government says it is, according to the Wharton School of Business at the University of Pennsylvania. https://www.fa-mag...Read More
Great article. "My heart is heavy after hearing that Anthony Bourdain, a man that inspired so many of us to eat better, travel well, and, in general, live life on our own terms, has left us. His impact resonates with millions of people...Read More
Do You Sometimes Feel Like You Are Working With the Wrong Financial Advisor ? You are not alone. Click Here to Read MoreRead More
Most 401(k) Participants Now Buy Only One Fund—But They're Better Diversified Than Ever ? Click HereRead More
Surprise! The IRS Objects to Tax-Saving Measures.Read More