{"id":24,"date":"2020-12-14T23:32:52","date_gmt":"2020-12-15T07:32:52","guid":{"rendered":"https:\/\/wealthwise.wpengine.com\/about-us\/products-services\/"},"modified":"2023-09-01T20:43:50","modified_gmt":"2023-09-02T03:43:50","slug":"products-services","status":"publish","type":"page","link":"https:\/\/wealthwisefinancial.com\/about-us\/products-services\/","title":{"rendered":"Products & Services"},"content":{"rendered":"

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What We Offer<\/h4>\n

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Products & Services<\/h1>\n

Let’s face it: personal and business finance is complicated. Trying to put together the pieces yourself can be overwhelming and time consuming and often leave holes or open you up to making mistakes. We offer a full suite of financial products and services, and know how to put them together so that they work for each other to best protect and grow your wealth over the long term.
<\/span><\/p>\n

[\/et_pb_text][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjQ2In19@” button_text=”CONTACT US” button_alignment=”left” _builder_version=”4.16″ _dynamic_attributes=”button_url” button_bg_color=”#BA8748″ button_font=”PT Sans|900||on|||||” custom_margin_tablet=”40px||40px||true|false” custom_margin_last_edited=”off|tablet” custom_padding=”20px|24px|20px|24px|true|true” box_shadow_color=”rgba(124,120,0,0.39)” locked=”off” global_colors_info=”{}” box_shadow_color__hover=”#2585b2″ box_shadow_blur__hover_enabled=”off” box_shadow_blur__hover=”20px” box_shadow_vertical__hover_enabled=”off” box_shadow_vertical__hover=”10px”][\/et_pb_button][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_image src=”https:\/\/wealthwisefinancial.com\/wp-content\/uploads\/tutor-09.png” _builder_version=”4.16″ positioning=”absolute” horizontal_offset=”-88px” width=”100%” filter_hue_rotate=”165deg” filter_saturate=”24%” filter_brightness=”129%” filter_contrast=”78%” global_colors_info=”{}”][\/et_pb_image][et_pb_image src=”https:\/\/wealthwisefinancial.com\/wp-content\/uploads\/puzzle-1.png” alt=”financial products and services” show_bottom_space=”off” _builder_version=”4.16″ custom_margin=”65px|-10vw|-150px||false|false” scroll_vertical_motion_enable=”on” scroll_vertical_motion=”0|50|50|100|1|0|-1″ global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Services” _builder_version=”4.16″ bottom_divider_style=”waves” bottom_divider_color=”#f8f9fa” bottom_divider_height=”90%” bottom_divider_repeat=”0.2x” bottom_divider_flip=”vertical|horizontal” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ custom_margin=”80px|auto||auto|false|false” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”||||false|false” custom_padding_tablet=”0px||||false|false” custom_padding_phone=”” custom_padding_last_edited=”on|tablet” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ header_2_font=”Playfair Display|700|||||||” header_2_text_color=”#2a3749″ header_2_font_size=”50px” header_2_line_height=”1.3em” header_2_font_size_tablet=”32px” header_2_font_size_phone=”24px” header_2_font_size_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]<\/p>\n

Comprehensive Financial Planning & Wealth Management Services<\/h2>\n

[\/et_pb_text][et_pb_divider color=”#8F8D5F” divider_position=”center” divider_weight=”1px” _builder_version=”4.16″ width=”120px” height=”7px” box_shadow_style=”preset7″ box_shadow_horizontal=”40px” box_shadow_vertical=”0px” box_shadow_color=”#8F8D5F” locked=”off” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ header_4_font=”Noto Sans|700||on|||||” header_4_text_color=”#8F8D5F” header_4_font_size=”11px” header_4_letter_spacing=”1px” custom_margin=”-41px|||130px|false|false” custom_padding=”||||false|false” locked=”off” global_colors_info=”{}”]<\/p>\n

Preservation & Growth<\/h4>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ text_font=”PT Sans||||||||” text_font_size=”16px” text_line_height=”1.8em” max_width=”400px” max_width_tablet=”100%” max_width_phone=”100%” max_width_last_edited=”on|desktop” locked=”off” global_colors_info=”{}”]<\/p>\n

Finding the right investment vehicle and account is critical, but it’s equally important to have the roadmap and strategy in order to best use that vehicle to reach your goals.<\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ background_color=”#ffffff” custom_padding=”40px|40px|40px|40px|true|true” custom_padding_tablet=”|30px||30px|true|true” custom_padding_phone=”|20px||20px|true|true” custom_padding_last_edited=”on|desktop” border_radii=”on|10px|10px|10px|10px” box_shadow_style=”preset1″ box_shadow_color=”rgba(12,113,195,0.13)” global_colors_info=”{}”][et_pb_blurb title=”Financial Planning” use_icon=”on” font_icon=”||divi||400″ icon_color=”#8F8D5F” icon_placement=”left” _builder_version=”4.16″ header_font=”PT Sans|700|||||||” header_text_color=”#2a3749″ header_font_size=”16px” header_line_height=”1.9em” global_colors_info=”{}”][\/et_pb_blurb][et_pb_blurb title=”Retirement Planning” use_icon=”on” font_icon=”||divi||400″ icon_color=”#8F8D5F” icon_placement=”left” _builder_version=”4.16″ header_font=”PT Sans|700|||||||” header_text_color=”#2a3749″ header_font_size=”16px” header_line_height=”1.9em” global_colors_info=”{}”][\/et_pb_blurb][et_pb_blurb title=”Estate and Trust Planning” use_icon=”on” font_icon=”||divi||400″ icon_color=”#8F8D5F” icon_placement=”left” _builder_version=”4.16″ header_font=”PT Sans|700|||||||” header_text_color=”#2a3749″ header_font_size=”16px” header_line_height=”1.9em” global_colors_info=”{}”][\/et_pb_blurb][et_pb_blurb title=”Investment Planning” use_icon=”on” font_icon=”||divi||400″ icon_color=”#8F8D5F” icon_placement=”left” _builder_version=”4.16″ header_font=”PT Sans|700|||||||” header_text_color=”#2a3749″ header_font_size=”16px” header_line_height=”1.9em” global_colors_info=”{}”][\/et_pb_blurb][et_pb_blurb title=”College Planning” use_icon=”on” font_icon=”||divi||400″ icon_color=”#8F8D5F” icon_placement=”left” _builder_version=”4.16″ header_font=”PT Sans|700|||||||” header_text_color=”#2a3749″ header_font_size=”16px” header_line_height=”1.9em” global_colors_info=”{}”][\/et_pb_blurb][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”||1px|||”][et_pb_column _builder_version=”4.22.1″ _module_preset=”default” type=”4_4″][et_pb_text _builder_version=”4.22.1″ _module_preset=”default” hover_enabled=”0″ sticky_enabled=”0″ header_2_text_align=”center”]<\/p>\n

Hear it from our clients…<\/h2>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.22.1″ _module_preset=”default” custom_padding=”||80px|||” hover_enabled=”0″ locked=”off” global_colors_info=”{}” column_structure=”1_2,1_2″ title_text=”greenblob” background_image=”https:\/\/wealthwisefinancial.com\/wp-content\/uploads\/greenblob.png” background_size=”initial” background_position=”top_right” sticky_enabled=”0″][et_pb_column type=”1_2″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https:\/\/youtu.be\/oTvjDwDN7k0″ play_icon_color=”#BA8748″ font_icon=”||divi||400″ _builder_version=”4.22.1″ _module_preset=”default” width=”100%” width_tablet=”80%” width_phone=”100%” width_last_edited=”on|phone” module_alignment=”center” hover_enabled=”0″ box_shadow_style=”preset1″ global_colors_info=”{}” sticky_enabled=”0″][\/et_pb_video][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.22.1″ _module_preset=”default” global_colors_info=”{}”][et_pb_video src=”https:\/\/youtu.be\/NEeCMXPgasg” play_icon_color=”#BA8748″ font_icon=”||divi||400″ _builder_version=”4.22.1″ _module_preset=”default” width=”100%” width_tablet=”80%” width_phone=”100%” width_last_edited=”on|phone” module_alignment=”center” hover_enabled=”0″ box_shadow_style=”preset1″ global_colors_info=”{}” sticky_enabled=”0″][\/et_pb_video][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ use_custom_gutter=”on” gutter_width=”2″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ global_colors_info=”{}”][dsm_card title=”Comprehensive Financial Planning” image=”https:\/\/wealthwisefinancial.com\/wp-content\/uploads\/biz1.png” image_as_background=”off” content_padding=”20px|18px|20px|18px|false|true” button_url_new_window=”1″ _builder_version=”4.16″ _module_preset=”default” header_text_align=”center” header_text_color=”#7C7800″ header_font_size=”24px” header_line_height=”1.5em” body_font_size=”16px” body_line_height=”1.8em” subhead_font=”|600||on|||||” subhead_text_align=”center” subhead_text_color=”#BA8748″ subhead_font_size=”14px” background_color=”#ffffff” border_radii=”on|5px|5px|5px|5px” box_shadow_style=”preset1″ box_shadow_spread=”-8px” global_colors_info=”{}”]<\/p>\n

\u25aa Cash Flow Analysis
\u25aa Goals-Based Retirement
Planning
\u25aa Goals-Based Education
Planning
\u25aa Distribution Strategies
\u25aa \u2018What if\u2019 Scenarios
\u25aa Social Security Analysis
\u25aa Income Tax Strategies
\u25aa Charitable Giving
\u25aa Legacy Planning
\u25aa Life\/Disability\/LTC
Analysis
\u25aa Account Aggregation with
Online Access<\/p>\n

[\/dsm_card][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ global_colors_info=”{}”][dsm_card title=”Executive Financial Planning” image=”https:\/\/wealthwisefinancial.com\/wp-content\/uploads\/biz3.png” image_as_background=”off” content_padding=”20px|18px|20px|18px|false|true” button_url_new_window=”1″ _builder_version=”4.16″ _module_preset=”default” header_text_align=”center” header_text_color=”#7C7800″ header_font_size=”24px” header_line_height=”1.5em” body_font_size=”16px” body_line_height=”1.8em” subhead_font=”|600||on|||||” subhead_text_align=”center” subhead_text_color=”#BA8748″ subhead_font_size=”14px” background_color=”#ffffff” border_radii=”on|5px|5px|5px|5px” box_shadow_style=”preset1″ box_shadow_spread=”-8px” global_colors_info=”{}”]\u25aa All components of the Comprehensive Financial Planning Package
\n\u25aa Executive Compensation Strategies \u25aa Stock Option Analysis
\n\u25aa Restricted Stock Analysis
\n\u25aa Advanced estate and income tax
\nstrategies[\/dsm_card][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ global_colors_info=”{}”][dsm_card title=”Business Owner Financial Planning” image=”https:\/\/wealthwisefinancial.com\/wp-content\/uploads\/businessownersm.png” image_as_background=”off” content_padding=”20px|18px|20px|18px|false|true” button_url_new_window=”1″ _builder_version=”4.16″ _module_preset=”default” header_text_align=”center” header_text_color=”#7C7800″ header_font_size=”24px” header_line_height=”1.5em” body_font_size=”16px” body_line_height=”1.8em” subhead_font=”|600||on|||||” subhead_text_align=”center” subhead_text_color=”#BA8748″ subhead_font_size=”14px” background_color=”#ffffff” border_radii=”on|5px|5px|5px|5px” box_shadow_style=”preset1″ box_shadow_spread=”-8px” global_colors_info=”{}”]<\/p>\n

\u25aa All components of the Comprehensive Planning Package
\u25aa Advanced estate and income tax strategies
\u25aa Business Retirement Planning
\u25aa Exit Strategy Planning<\/p>\n

[\/dsm_card][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=”4.16″ custom_margin=”25px|auto||auto||” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ header_2_font=”Playfair Display|700|||||||” header_2_font_size=”50px” header_2_line_height=”1.3em” header_3_text_align=”left” header_3_text_color=”#2a3749″ header_3_font_size=”42px” header_3_line_height=”1.3em” custom_margin=”||||false|false” header_2_font_size_tablet=”32px” header_2_font_size_phone=”24px” header_2_font_size_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]<\/p>\n

Individual Account Services<\/h2>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_blurb title=”Rollover IRA\u2019s” use_icon=”on” font_icon=”||divi||400″ icon_color=”#BA8748″ icon_placement=”left” image_icon_width=”24px” content_max_width=”100%” _builder_version=”4.16″ header_font=”PT Sans|700||on|||||” header_font_size=”16px” header_letter_spacing=”1px” header_line_height=”1.7em” custom_padding=”0px|||||” animation=”off” link_option_url=”#” icon_font_size=”24px” locked=”off” global_colors_info=”{}” custom_padding__hover_enabled=”on|desktop” custom_padding__hover=”|||10px|false|false”][\/et_pb_blurb][et_pb_blurb title=”Traditional\/ROTH IRA\u2019s” use_icon=”on” font_icon=”||divi||400″ icon_color=”#BA8748″ icon_placement=”left” image_icon_width=”24px” content_max_width=”100%” _builder_version=”4.16″ header_font=”PT Sans|700||on|||||” header_font_size=”16px” header_letter_spacing=”1px” header_line_height=”1.7em” custom_padding=”0px|||||” animation=”off” link_option_url=”#” icon_font_size=”24px” locked=”off” global_colors_info=”{}” custom_padding__hover=”|||10px|false|false” custom_padding__hover_enabled=”on|desktop”][\/et_pb_blurb][et_pb_blurb title=”Beneficiary IRA\u2019s” use_icon=”on” font_icon=”||divi||400″ icon_color=”#BA8748″ icon_placement=”left” image_icon_width=”24px” content_max_width=”100%” _builder_version=”4.16″ header_font=”PT Sans|700||on|||||” header_font_size=”16px” header_letter_spacing=”1px” header_line_height=”1.7em” custom_padding=”0px|||||” animation=”off” link_option_url=”#” icon_font_size=”24px” locked=”off” global_colors_info=”{}” custom_padding__hover=”|||10px|false|false” custom_padding__hover_enabled=”on|desktop”][\/et_pb_blurb][et_pb_blurb title=”SEP IRA\u2019s” use_icon=”on” font_icon=”||divi||400″ icon_color=”#BA8748″ icon_placement=”left” image_icon_width=”24px” content_max_width=”100%” _builder_version=”4.16″ header_font=”PT Sans|700||on|||||” header_font_size=”16px” header_letter_spacing=”1px” header_line_height=”1.7em” custom_padding=”0px|||||” animation=”off” link_option_url=”#” icon_font_size=”24px” locked=”off” global_colors_info=”{}” custom_padding__hover=”|||10px|false|false” custom_padding__hover_enabled=”on|desktop”][\/et_pb_blurb][et_pb_blurb title=”SOLO K\u2019s” use_icon=”on” font_icon=”||divi||400″ icon_color=”#BA8748″ icon_placement=”left” image_icon_width=”24px” content_max_width=”100%” _builder_version=”4.16″ header_font=”PT Sans|700||on|||||” header_font_size=”16px” header_letter_spacing=”1px” header_line_height=”1.7em” custom_padding=”0px|||||” animation=”off” link_option_url=”#” icon_font_size=”24px” locked=”off” global_colors_info=”{}” custom_padding__hover=”|||10px|false|false” custom_padding__hover_enabled=”on|desktop”][\/et_pb_blurb][et_pb_blurb title=”Trust Accounts” use_icon=”on” font_icon=”||divi||400″ 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custom_padding__hover=”|||10px|false|false” custom_padding__hover_enabled=”on|desktop”][\/et_pb_blurb][et_pb_blurb title=”Individual Accounts” use_icon=”on” font_icon=”||divi||400″ icon_color=”#BA8748″ icon_placement=”left” image_icon_width=”24px” content_max_width=”100%” _builder_version=”4.16″ header_font=”PT Sans|700||on|||||” header_font_size=”16px” header_letter_spacing=”1px” header_line_height=”1.7em” custom_padding=”0px|||||” animation=”off” link_option_url=”#” icon_font_size=”24px” locked=”off” global_colors_info=”{}” custom_padding__hover=”|||10px|false|false” custom_padding__hover_enabled=”on|desktop”][\/et_pb_blurb][et_pb_blurb title=”529 Accounts” use_icon=”on” font_icon=”||divi||400″ icon_color=”#BA8748″ icon_placement=”left” image_icon_width=”24px” content_max_width=”100%” _builder_version=”4.16″ header_font=”PT Sans|700||on|||||” header_font_size=”16px” header_letter_spacing=”1px” header_line_height=”1.7em” custom_padding=”0px|||||” animation=”off” link_option_url=”#” icon_font_size=”24px” locked=”off” global_colors_info=”{}” custom_padding__hover=”|||10px|false|false” custom_padding__hover_enabled=”on|desktop”][\/et_pb_blurb][et_pb_blurb title=”Coverdell ESA\u2019s” use_icon=”on” font_icon=”||divi||400″ icon_color=”#BA8748″ icon_placement=”left” image_icon_width=”24px” content_max_width=”100%” _builder_version=”4.16″ header_font=”PT Sans|700||on|||||” header_font_size=”16px” header_letter_spacing=”1px” header_line_height=”1.7em” custom_padding=”0px|||||” animation=”off” link_option_url=”#” icon_font_size=”24px” locked=”off” global_colors_info=”{}” custom_padding__hover=”|||10px|false|false” custom_padding__hover_enabled=”on|desktop”][\/et_pb_blurb][et_pb_blurb title=”UGMA Accounts” use_icon=”on” font_icon=”||divi||400″ icon_color=”#BA8748″ icon_placement=”left” image_icon_width=”24px” content_max_width=”100%” _builder_version=”4.16″ header_font=”PT Sans|700||on|||||” header_font_size=”16px” header_letter_spacing=”1px” header_line_height=”1.7em” custom_padding=”0px|||||” animation=”off” link_option_url=”#” icon_font_size=”24px” locked=”off” global_colors_info=”{}” custom_padding__hover=”|||10px|false|false” custom_padding__hover_enabled=”on|desktop”][\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ background_color=”#45403D” custom_padding=”40px|30px|40px|30px|true|true” custom_padding_tablet=”” custom_padding_phone=”|20px||20px|false|true” custom_padding_last_edited=”on|desktop” border_radii=”on|20px|20px|20px|20px” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ text_font=”PT Sans||||||||” text_font_size=”16px” text_line_height=”1.8em” header_font=”||||||||” header_3_font_size=”28px” header_3_line_height=”1.2em” background_layout=”dark” header_3_font_size_tablet=”24px” header_3_font_size_phone=”18px” header_3_font_size_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]<\/p>\n

Planning for the Future<\/h3>\n

[\/et_pb_text][et_pb_text _builder_version=”4.16″ _module_preset=”default” background_layout=”dark” global_colors_info=”{}”]<\/p>\n

We offer a variety of individual accounts that can help you reach your goals for retirement, education expenses, or large purchases. Many of these accounts have unique tax advantages.<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ next_background_color=”#ffffff” admin_label=”Feature” _builder_version=”4.16″ background_color=”#f8f9fb” bottom_divider_style=”wave” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ locked=”off” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_image src=”https:\/\/wealthwisefinancial.com\/wp-content\/uploads\/laptopbiz.jpg” alt=”business solutions” title_text=”laptopbusiness” align=”right” _builder_version=”4.16″ custom_margin=”|||-30vw|false|false” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”80px||||false|false” custom_padding_tablet=”0px||0px||false|false” custom_padding_phone=”” custom_padding_last_edited=”on|tablet” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ header_2_font=”Playfair Display|700|||||||” header_2_text_color=”#2a3749″ header_2_font_size=”50px” header_2_line_height=”1.3em” header_2_font_size_tablet=”32px” header_2_font_size_phone=”24px” header_2_font_size_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]<\/p>\n

Corporate Solutions<\/h2>\n

[\/et_pb_text][et_pb_divider color=”#7C7800″ divider_position=”center” divider_weight=”1px” _builder_version=”4.16″ width=”120px” height=”7px” box_shadow_style=”preset7″ box_shadow_horizontal=”40px” box_shadow_vertical=”0px” box_shadow_color=”#7C7800″ locked=”off” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ header_4_font=”Noto Sans|700||on|||||” header_4_text_color=”#7C7800″ header_4_font_size=”11px” header_4_letter_spacing=”1px” custom_margin=”-41px|||130px|false|false” custom_padding=”||||false|false” locked=”off” global_colors_info=”{}”]<\/p>\n

For Companies & Their Employees<\/h4>\n

[\/et_pb_text][et_pb_blurb title=”401(k) Plans” use_icon=”on” font_icon=”||divi||400″ icon_color=”#7C7800″ icon_placement=”left” image_icon_width=”24px” content_max_width=”100%” _builder_version=”4.16″ header_font=”PT Sans|700||on|||||” header_font_size=”16px” header_letter_spacing=”1px” header_line_height=”1.7em” custom_padding=”0px|||||” animation=”off” link_option_url=”#” icon_font_size=”24px” locked=”off” global_colors_info=”{}” custom_padding__hover=”|||10px|false|false” custom_padding__hover_enabled=”on|desktop”][\/et_pb_blurb][et_pb_blurb title=”Defined Benefits Plans” use_icon=”on” font_icon=”||divi||400″ icon_color=”#7C7800″ icon_placement=”left” image_icon_width=”24px” content_max_width=”100%” _builder_version=”4.16″ header_font=”PT Sans|700||on|||||” header_font_size=”16px” header_letter_spacing=”1px” header_line_height=”1.7em” custom_padding=”0px|||||” animation=”off” link_option_url=”#” icon_font_size=”24px” locked=”off” global_colors_info=”{}” custom_padding__hover=”|||10px|false|false” custom_padding__hover_enabled=”on|desktop”][\/et_pb_blurb][et_pb_blurb title=”SIMPLE IRA\u2019s” use_icon=”on” font_icon=”||divi||400″ icon_color=”#7C7800″ icon_placement=”left” image_icon_width=”24px” content_max_width=”100%” _builder_version=”4.16″ header_font=”PT Sans|700||on|||||” header_font_size=”16px” header_letter_spacing=”1px” header_line_height=”1.7em” custom_padding=”0px|||||” animation=”off” link_option_url=”#” icon_font_size=”24px” locked=”off” global_colors_info=”{}” custom_padding__hover=”|||10px|false|false” custom_padding__hover_enabled=”on|desktop”][\/et_pb_blurb][et_pb_blurb title=”Corporate 529 Plans” use_icon=”on” font_icon=”||divi||400″ icon_color=”#7C7800″ icon_placement=”left” image_icon_width=”24px” content_max_width=”100%” _builder_version=”4.16″ header_font=”PT Sans|700||on|||||” header_font_size=”16px” header_letter_spacing=”1px” header_line_height=”1.7em” custom_padding=”0px|||||” animation=”off” link_option_url=”#” icon_font_size=”24px” locked=”off” global_colors_info=”{}” custom_padding__hover=”|||10px|false|false” custom_padding__hover_enabled=”on|desktop”][\/et_pb_blurb][et_pb_blurb title=”Key Man Insurance” use_icon=”on” font_icon=”||divi||400″ icon_color=”#7C7800″ icon_placement=”left” image_icon_width=”24px” content_max_width=”100%” _builder_version=”4.16″ header_font=”PT Sans|700||on|||||” header_font_size=”16px” header_letter_spacing=”1px” header_line_height=”1.7em” custom_padding=”0px|||||” animation=”off” link_option_url=”#” icon_font_size=”24px” locked=”off” global_colors_info=”{}” custom_padding__hover=”|||10px|false|false” custom_padding__hover_enabled=”on|desktop”][\/et_pb_blurb][et_pb_blurb title=”Group LTC” use_icon=”on” font_icon=”||divi||400″ icon_color=”#7C7800″ icon_placement=”left” image_icon_width=”24px” content_max_width=”100%” _builder_version=”4.16″ header_font=”PT Sans|700||on|||||” header_font_size=”16px” header_letter_spacing=”1px” header_line_height=”1.7em” custom_padding=”0px|||||” animation=”off” link_option_url=”#” icon_font_size=”24px” locked=”off” global_colors_info=”{}” custom_padding__hover=”|||10px|false|false” custom_padding__hover_enabled=”on|desktop”][\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Teachers” _builder_version=”4.16″ locked=”off” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ custom_margin_tablet=”||-40px||false|false” custom_margin_last_edited=”off|desktop” locked=”off” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”||||false|false” custom_padding_tablet=”0vw||||false|false” custom_padding_phone=”” custom_padding_last_edited=”on|tablet” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ header_2_font=”Playfair Display|700|||||||” header_2_text_align=”left” header_2_text_color=”#2a3749″ header_2_font_size=”50px” header_2_line_height=”1.3em” header_2_font_size_tablet=”32px” header_2_font_size_phone=”24px” header_2_font_size_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]<\/p>\n

Customized Portfolios<\/h2>\n

[\/et_pb_text][et_pb_divider color=”#B88769″ divider_position=”center” divider_weight=”1px” _builder_version=”4.16″ width=”120px” height=”7px” box_shadow_style=”preset7″ box_shadow_horizontal=”40px” box_shadow_vertical=”0px” box_shadow_color=”#B88769″ locked=”off” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ header_4_font=”Noto Sans|700||on|||||” header_4_text_color=”#B88769″ header_4_font_size=”11px” header_4_letter_spacing=”1px” custom_margin=”-41px|||130px|false|false” custom_padding=”||||false|false” locked=”off” global_colors_info=”{}”]<\/p>\n

Investment Management Services (through LPL Financial)<\/h4>\n

[\/et_pb_text][et_pb_blurb title=”Mutual Funds” use_icon=”on” font_icon=”||divi||400″ icon_color=”#B88769″ icon_placement=”left” image_icon_width=”24px” content_max_width=”100%” _builder_version=”4.16″ header_font=”PT Sans|700||on|||||” header_font_size=”16px” header_letter_spacing=”1px” header_line_height=”1.7em” custom_padding=”0px|||||” animation=”off” link_option_url=”#” icon_font_size=”24px” locked=”off” global_colors_info=”{}” custom_padding__hover=”|||10px|false|false” custom_padding__hover_enabled=”on|desktop”][\/et_pb_blurb][et_pb_blurb title=”Stocks and Bonds” use_icon=”on” font_icon=”||divi||400″ icon_color=”#B88769″ icon_placement=”left” image_icon_width=”24px” content_max_width=”100%” _builder_version=”4.16″ header_font=”PT Sans|700||on|||||” header_font_size=”16px” header_letter_spacing=”1px” header_line_height=”1.7em” custom_padding=”0px|||||” animation=”off” link_option_url=”#” icon_font_size=”24px” locked=”off” global_colors_info=”{}” custom_padding__hover=”|||10px|false|false” custom_padding__hover_enabled=”on|desktop”][\/et_pb_blurb][et_pb_blurb title=”Separate Account Money Management” use_icon=”on” font_icon=”||divi||400″ icon_color=”#B88769″ icon_placement=”left” image_icon_width=”24px” content_max_width=”100%” _builder_version=”4.16″ header_font=”PT Sans|700||on|||||” header_font_size=”16px” header_letter_spacing=”1px” header_line_height=”1.7em” custom_padding=”0px|||||” animation=”off” link_option_url=”#” icon_font_size=”24px” locked=”off” global_colors_info=”{}” custom_padding__hover=”|||10px|false|false” custom_padding__hover_enabled=”on|desktop”][\/et_pb_blurb][et_pb_blurb title=” Alternative Investments (REIT\u2019s, Managed Futures, Variable and Fixed Annuities, Structured Notes)” use_icon=”on” font_icon=”||divi||400″ icon_color=”#B88769″ icon_placement=”left” image_icon_width=”24px” content_max_width=”100%” _builder_version=”4.16″ header_font=”PT Sans|700||on|||||” header_font_size=”16px” header_letter_spacing=”1px” header_line_height=”1.7em” custom_padding=”0px|||||” animation=”off” link_option_url=”#” icon_font_size=”24px” locked=”off” global_colors_info=”{}” custom_padding__hover=”|||10px|false|false” custom_padding__hover_enabled=”on|desktop”][\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_image src=”https:\/\/wealthwisefinancial.com\/wp-content\/uploads\/Artboard-1.png” alt=”customized portfolios” _builder_version=”4.16″ max_height_tablet=”400px” max_height_phone=”” max_height_last_edited=”on|tablet” custom_margin=”32px||||false|false” custom_margin_tablet=”|||0vw|false|false” custom_margin_phone=”” custom_margin_last_edited=”on|phone” scroll_horizontal_motion=”0|50|50|100|4|0|0″ motion_trigger_start=”top” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ prev_background_color=”#ffffff” admin_label=”Feature” _builder_version=”4.16″ background_color=”#f8f9fa” overflow-x=”hidden” overflow-y=”hidden” custom_padding=”||3px|||” top_divider_style=”wave” top_divider_flip=”horizontal” locked=”off” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ locked=”off” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_image src=”https:\/\/wealthwisefinancial.com\/wp-content\/uploads\/execs-2.png” alt=”Business Finance Planning” title_text=”execs” _builder_version=”4.16″ custom_margin=”80px|||-80px|false|false” custom_margin_tablet=”|0vw|||false|false” custom_margin_phone=”” custom_margin_last_edited=”on|tablet” scroll_horizontal_motion=”0|50|50|100|-4|0|0″ global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”80px||||false|false” custom_padding_tablet=”0px||0px||false|false” custom_padding_phone=”” custom_padding_last_edited=”on|tablet” global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ header_2_font=”Playfair Display|700|||||||” header_2_text_color=”#2a3749″ header_2_font_size=”50px” header_2_line_height=”1.3em” header_2_font_size_tablet=”32px” header_2_font_size_phone=”24px” header_2_font_size_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]<\/p>\n

Family Protection<\/h2>\n

[\/et_pb_text][et_pb_divider color=”#8F8D5F” divider_position=”center” divider_weight=”1px” _builder_version=”4.16″ width=”120px” height=”7px” box_shadow_style=”preset7″ box_shadow_horizontal=”40px” box_shadow_vertical=”0px” box_shadow_color=”#8F8D5F” locked=”off” global_colors_info=”{}”][\/et_pb_divider][et_pb_text _builder_version=”4.16″ header_4_font=”Noto Sans|700||on|||||” header_4_text_color=”#8F8D5F” header_4_font_size=”11px” header_4_letter_spacing=”1px” custom_margin=”-41px|||130px|false|false” custom_padding=”||||false|false” locked=”off” global_colors_info=”{}”]<\/p>\n

Protect What You Love Most<\/h4>\n

[\/et_pb_text][et_pb_blurb title=”Life Insurance Analysis” use_icon=”on” font_icon=”||divi||400″ icon_color=”#8F8D5F” icon_placement=”left” image_icon_width=”24px” content_max_width=”100%” _builder_version=”4.16″ header_font=”PT Sans|700||on|||||” header_font_size=”16px” header_letter_spacing=”1px” header_line_height=”1.7em” custom_padding=”0px|||||” animation=”off” link_option_url=”#” icon_font_size=”24px” locked=”off” global_colors_info=”{}” custom_padding__hover=”|||10px|false|false” custom_padding__hover_enabled=”on|desktop”][\/et_pb_blurb][et_pb_blurb title=”Wealth Replacement” use_icon=”on” font_icon=”||divi||400″ icon_color=”#8F8D5F” icon_placement=”left” image_icon_width=”24px” content_max_width=”100%” _builder_version=”4.16″ header_font=”PT Sans|700||on|||||” header_font_size=”16px” header_letter_spacing=”1px” header_line_height=”1.7em” custom_padding=”0px|||||” animation=”off” link_option_url=”#” icon_font_size=”24px” locked=”off” global_colors_info=”{}” custom_padding__hover=”|||10px|false|false” custom_padding__hover_enabled=”on|desktop”][\/et_pb_blurb][et_pb_blurb title=”Disability Income” use_icon=”on” font_icon=”||divi||400″ icon_color=”#8F8D5F” icon_placement=”left” image_icon_width=”24px” content_max_width=”100%” _builder_version=”4.16″ header_font=”PT Sans|700||on|||||” header_font_size=”16px” header_letter_spacing=”1px” header_line_height=”1.7em” custom_padding=”0px|||||” animation=”off” link_option_url=”#” icon_font_size=”24px” locked=”off” global_colors_info=”{}” custom_padding__hover=”|||10px|false|false” custom_padding__hover_enabled=”on|desktop”][\/et_pb_blurb][et_pb_blurb title=”Long Term Care” use_icon=”on” font_icon=”||divi||400″ icon_color=”#8F8D5F” icon_placement=”left” image_icon_width=”24px” content_max_width=”100%” _builder_version=”4.16″ header_font=”PT Sans|700||on|||||” header_font_size=”16px” header_letter_spacing=”1px” header_line_height=”1.7em” custom_padding=”0px|||||” animation=”off” link_option_url=”#” icon_font_size=”24px” locked=”off” global_colors_info=”{}” custom_padding__hover=”|||10px|false|false” custom_padding__hover_enabled=”on|desktop”][\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ next_background_color=”#ffffff” admin_label=”Testimonials” _builder_version=”4.16″ background_color=”#f8f9fa” custom_margin=”||||false|false” bottom_divider_style=”wave” locked=”off” global_colors_info=”{}”][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

What We OfferProducts & Services Let’s face it: personal and business finance is complicated. Trying to put together the pieces yourself can be overwhelming and time consuming and often leave holes or open you up to making mistakes. We offer a full suite of financial products and services, and know how to put them together so that they work for each other to best protect and grow your wealth over the long term.Comprehensive Financial Planning & Wealth Management ServicesPreservation & GrowthFinding the right investment vehicle and account is critical, but it’s equally important to have the roadmap and strategy in order to best use that vehicle to reach your goals.Hear it from our clients…

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Comprehensive Financial Planning<\/h4>\n\t\t\t\t\t\n\t\t\t\t\t
\u25aa Cash Flow Analysis\u25aa Goals-Based RetirementPlanning\u25aa Goals-Based EducationPlanning\u25aa Distribution Strategies\u25aa \u2018What if\u2019 Scenarios\u25aa Social Security Analysis\u25aa Income Tax Strategies\u25aa Charitable Giving\u25aa Legacy Planning\u25aa Life\/Disability\/LTCAnalysis\u25aa Account Aggregation withOnline Access<\/div>\n\t\t\t\t\t\n\t\t\t\t<\/div>\n\t\t\t\n\t\t\t\t<\/div>\n\t\t\t<\/div>
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Executive Financial Planning<\/h4>\n\t\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t<\/div>\n\t\t\t\n\t\t\t\t<\/div>\n\t\t\t<\/div>\u25aa All components of the Comprehensive Financial Planning Package \u25aa Executive Compensation […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":22,"menu_order":80,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-24","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/pages\/24","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/comments?post=24"}],"version-history":[{"count":0,"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/pages\/24\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/pages\/22"}],"wp:attachment":[{"href":"https:\/\/wealthwisefinancial.com\/wp-json\/wp\/v2\/media?parent=24"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}