A healthy financial plan that preserves your money
We recognize your time is precious. You serve the wellbeing of others which can often leave little time to fully plan and prepare for your own financial future. In fact, you are not alone – according to a 2015 survey by Northwestern Mutual, 58 percent of Americans surveyed believed they needed to improve their financial planning efforts. What is more surprising is that 34 percent of those surveyed admitted to actually having no financial planning at all.
Here at Planwise Financial Partners, we have over twenty years of experience in comprehensive financial planning which means we know the industry, and the most suitable financial strategies to help increase your investments.
We always start by getting to know you and conducting a holistic financial review. This ensures we tailor the plan to your specific goals and your future lifestyle aspirations. Whether your priority is debt management, insurance for peace of mind or retirement planning, we have tools to address all your needs.