FAQs

  • The simple answer is Yes!

    At Wisdom Financial Planning, we have an ethical and legal obligation to do what’s in Your best interest. Your needs will always come first…ahead of everything else!

  • Yes we are!

    These marks indicate that we have completed rigorous training and education requirements. We uphold a strict ethical obligation to our clients, and we routinely educate and update ourselves on the best financial planning practices available.

  • Yes, of course!

    Although our home base is in Tampa, Florida…weserve clients nationwide.

    Phone calls, Zoom meetings and even airline flights are just some of the ways we use to service our clients.

    • Tax Return

    • Legal Documents

    • Retirement Brokerage Statements

    • Life Insurance Statements or Policies

    • Social Security Benefits Statements

    • Bank Statements

    • Real Estate Values

    • Debt Obligations

    (Only most recent statements are needed).

  • Our primary custodian that houses most of our clients’ assets is Charles Schwab. Schwab will provide online account access and all necessary documents…such as Statements, 1099’s and trade confirmations.

  • We strongly encourage our clients to stay engaged with us through:

    • Annual Planning Reviews

    • Estate Review & Audit

    • Tax Return Review & Analysis

    • Retirement Cash Flow Projections

    • Insurance Policy Evaluations

  • Clients that are either currently retired or within 10 years of retirement tend to benefit the most from our services.

    If you like ice cream, dogs or sports…there’s a pretty good chance that we can work together!