What are our Financial Planning Services?

Determination of your individual risk level and your short-term and long-term goals and objectives.

Discussion of various investments for you, including Mutual Funds, Stocks, Bonds and Tax Deferred Investments.

A Mutual Fund Prospectus containing more complete information may be obtained by Emailing us at jlarson@wisdirect.com and should be read carefully before investing or sending money.

Provide regular individualized updates on your accounts. 

Discussions on whether your investments are on track for the amount of money you need to fulfill your goals and objectives. 

Easy availability to discuss any questions. We can meet with you in your home, if that is more convenient for you.

Past performance is no guarantee of future results

Specific Areas that we Discuss Include:

Retirement Planning - Through the use of computerized forecasting, we can project your hypothetical retirement needs. We can then suggest an amount to save on a regular basis to meet your long-term retirement goals.

College Planning  - We can provide a hypothetical forecast of the future cost of college for your children, and suggest a regular savings amount to meet your needs.

Estate Planning - Estate taxes can be very expensive for those who do not adequately prepare. With our associations with various lawyers and CPAs we can help you save on the eventual taxes, and provide more of an inheritance for your heirs.

Insurance Planning - We can discuss the advantages and disadvantages of having Life Insurance, the amount that would be appropriate for you and then provide the costs. We work with many different insurance companies, so can provide you the most cost effective plan for your needs.