Investment Planning

We work on designing an appropriate plan for your goals: retirement, education funding, your dreams...

Estate Planning

We help to build and keep your estate together, finding potential ways to leave more money to your family and less to Uncle Sam.

Retirement Plans

Retirement planning is a passion for us. We know retirement accounts inside and out and can help with Qualified and Non-Qualified Deferred Compensation: IRA(s), SEP(s), Keogh(s), Pension and Profit Sharing Plans, 401(k), and Private Retirement Options.

Risk Management

We can help you prepare for risk and navigate uncertainty. It is more than just having some reserves in the event you get sick or hurt, it is about having a plan.

Business Succession

We can assist you in preparing your business for change, making sure you are ready to transfer ownership of your business in the event of death, disability, or retirement.

Annuities and Alternative Investments

We can help explain the world of investments, from annuities to alternative investments, and see if any of them are right for you. As with all investments, they carry risk, so you need an investment planner who knows what they are doing and who has your best interest at heart. 

Education Funding

We love to sit down and talk about how we can make sure the people you love can have the best education they can. Lets talk about how you can best fund a program, how much you will need, and when.

At Wise World Investment Planning, our mission is simple: help you align your money with your hopes and dreams.
Our financial plans are more than numbers — they’re roadmaps to the future you want, with clarity, confidence, and purpose.

Comprehensive Financial Plan - Simplified – $149
A streamlined, approachable plan designed to get you started on the right path. This concise document covers the core elements of financial planning — cash flow, savings, investments, and protection — and connects them directly to your personal goals.

Perfect for:

Those just starting their financial journey
Individuals seeking a quick, professional assessment
A focused check-up on where you stand today and how to move forward

Comprehensive Financial Plan – $1,999
A complete, detailed plan for setting your financial trajectory toward a comfortable, confident retirement. This plan digs deeper, giving you a personalized strategy that keeps your hopes and dreams within striking distance.
Includes:

• In-depth retirement readiness analysis
• Investment strategy aligned to your goals and risk tolerance
• Key milestones to track progress
• Action steps for building and protecting wealth

Perfect for:

Investors who want a clear, actionable plan for long-term success 
Families planning for retirement within the next 5–20 years

Comprehensive Financial Plan - Dynamic – $3,999
The ultimate plan for individuals and families who want every angle covered. We take everything from the Simplified and Fundamental Plans and layer on advanced strategies, including:

• Detailed estate planning to protect and transfer wealth, with included trust creation
• Tax planning to maximize after-tax returns and minimize liabilities
• Advanced retirement strategies for income longevity and flexibility
• Must-know principles for sophisticated investors

Perfect for:

High-net-worth individuals and families
Those seeking a fully integrated, long-term financial strategy
Investors ready to optimize every part of their wealth management