Time is valuable. Let us free some up for you.

  • We can’t predict the future, but we can
    plan for it.

  • We can simplify
    your life!

  • Over 45 years combined experience

  • You can reach your goals too…with proper planning and execution.


“Information is abundant and free in today’s world. It takes experience and wisdom to make it valuable.”

– Allen Castle


Moneywise, Inc. is a Fee-Only (no commissions) Investment and Financial Planning Firm, helping individuals and business owners create wealth and maximize their finances for over 18 years.

The longer you wait, the harder it is to achieve financial independence. The essential ingredients that separate you from this are planning & time. The alternatives are working forever or living exclusively off Social Security.

Call us today at 859-266-3207. We can help!

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