Emails

• info@wisdomfm.net
• Jim.yockey@wisdomfm.net

Additional Links

• website http://www.wisdomfm.net
• https://www.facebook.com/wisdo...
• http://twitter.com/wisdom_fm

Hours of Operation

• M-F 9am-5pm
• Sa-Su Closed

Services

• Implement investment strategies and solutions
• Minimize taxes and maximize the money you save and invest for your future
• Make wise decisions about your retirement accounts and plan your distribution strategy
• Preserve, protect, and continue to grow your assets after retirement
• Comprehensive Financial Planning
• Investment planning
• Education planning
• Income tax planning
• Retirement planning
• Long-term care planning
• Estate planning
• Insurance planning and Risk management
• Employee retirement benefits planning
• Nontraditional families
• Terminal illness
• Divorce
• Dependents with special needs
• Job change and job loss, including severance packages

About Wisdom Financial Management, LLC

Making the right decisions along life's journey can be challenging without a clearly defined plan to help you reach your goals. Fortunately, Wisdom Financial Management specializes in helping you make the right decisions to make your financial goals a reality. We are dedicated to highly personal service, and we strive to develop long-term relationships with our clients. Whether it's estimating the cost of a college education, determining how much you'll need for retirement, or rebalancing your portfolio, we can help you develop a sound financial plan for the future.

Financial Planners, Investments