Financial Services

Online session and planning

Learn more here: https://www.wisdomfinancialgrp.com/

Service Provider:  Wisdom Financial Group
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Description

Financial Services

  • 1 hour
  • Online session, phone call, in person meeting

Service Description

Put a lifetime of business expertise including: owning and representing a variety of businesses, consulting individuals and families in their business pursuits and investments, and building a network of insurance and financial planning which span the past 47+ years, to work for you!

Are you interested in:

Free Living Will and Powers of Attorney/Guardianship documents for your family

Protecting your family when the unthinkable happens

Planning wisely for your retirement and existing plan review

Assistance with Medicare and/or review of existing Medicare plans

Questions about financial concerns or issues

Issues affecting senior citizens such as:
Are you familiar with the cost of a long term care stay?

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