At WealthWise Financial Management, we offer a wide range of investments, products and services to assist you in crafting a sound financial strategy for the days ahead.

We are an independently owned financial services firm which allows us the freedom to not be tied to one company and the ability to use a variety of financial solutions that best suit our clients’ individual needs.  We have access to a host of insurance carriers and products, giving us an extensive menu of choices from which to tailor your personalized financial strategy.

As an added value, we also collaborate with local accountants, estate planning attorneys and other professionals, helping to simplify matters and provide you access to holistic financial services with one simple call.

 

  • Estate/Legacy Strategies
  • Term Life Insurance
  • Whole Life Insurance
  • Single Premium Life Insurance
  • Universal Life Insurance
  • Fixed Index Universal Life Insurance
  • Individual Long-Term Care Insurance

 

  • Retirement Income Strategies
  • Fixed Annuities
  • Fixed Index Annuities
  • Variable Annuities
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