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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


Friday, October 5, 2018


Monday, September 10, 2018

Ten years on, are we in danger of repeating the sins of the past? https://www.wealthmanagement...


Tuesday, September 4, 2018

If it were easier for small businesses to band together to offer sponsored retirement plans, would more workers begin saving?


Sunday, August 19, 2018

Florida Isn't the Best Place to Retire (It's Actually #8)


Sunday, August 19, 2018

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...


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Tuesday, August 7, 2018

The House of Representatives passed two pieces of legislation that, among other things, purport to improve and “modernize” health savings accounts (“HSAs”). More Details Here


Thursday, July 5, 2018

You can be old at 30 or young at 90 - it’s all up to you. Read More to Decide


Thursday, June 28, 2018

With much anticipation, the Department of Labor released the Final Rules for Association Health Plans (“AHPs”) last week. These rules have been expected since President Trump issued Executive Order 1381, on October 12, 2017...


Monday, June 18, 2018

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...


Friday, June 15, 2018

Do You Sometimes Feel Like You Are Working With the Wrong Financial Advisor ? You are not alone. Click Here to Read More


Wednesday, June 6, 2018

Most 401(k) Participants Now Buy Only One Fund—But They're Better Diversified Than Ever ? Click Here


Wednesday, June 6, 2018

Surprise! The IRS Objects to Tax-Saving Measures.


Tuesday, June 5, 2018

It’s astonishing how much financial misinformation manages to float around the Internet. Wisdom has been replaced by knowledge which has been replaced by information ...... just trying to reverse that trend.


Thursday, May 31, 2018

A financial professional with the ability to help you get "from here to there." Find Out More