Moneywise, Inc.

Services Offered by Moneywise, Inc.

• Asset Management after discussions of risk and other factors that will affect the selection of a suitable portfolio
• Investment Consulting / 2nd Opinions
• Retirement Planning
  • Saving Recommendations (both amounts and best type of accounts)
  • Retirement Plan Analysis including help selecting the best retirement plan for business owners
  • Recommendations on the order of withdrawals from which accounts in retirement
  • Changes to the plan when life or market events inevitably occur
• Pension plan decisions
  • Taking a Lump Sum verses Annuitizing
• Integrating all areas of our clients planning so they are working together most efficiently
• Help with Social Security & Medicare decisions
• Career change Advice
• Estate Plan Analysis and Things to Consider (We are not attorneys and do not draft documents)
• Insurance Needs Analysis (We are not licensed insurance agents and do not offer the actual policies)