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We're on a mission to help you take the fear out of spending your money in retirement.
our services include...
INCOME PLANNING
Planning for retirement can be complex and challenging, especially in today’s volatile economic climate. At Plan Wise Wealth Group, we simplify this process by guiding you through the three major phases of retirement income management—accumulation, distribution, and preservation—ensuring you have a comprehensive plan to maintain a comfortable and enjoyable lifestyle.
TAX PLANNING
Show of hands, who thinks taxes will go down in the future? Effective tax planning is crucial for maximizing your retirement wealth and minimizing tax liabilities. At Plan Wise Wealth Group, we make complex tax strategies easy to understand.
SOCIAL SECURITY MAXIMIZATION
Maximize your Social Security benefits with Plan Wise Wealth Group. Our expert guidance and personalized Social Security Maximization Report help you determine the optimal time to file, ensuring you get the most out of your benefits and secure a comfortable retirement. Contact us today to schedule your consultation!
WEALTH MANAGEMENT STRATEGIES
Are you unsure if your savings and investments are on the right track? At Plan Wise Wealth Group, we help you navigate life’s financial challenges—whether it’s planning for retirement, managing unexpected responsibilities, or protecting your wealth against market downturns. Our advisors are here to provide personalized strategies to safeguard and grow your assets, ensuring a secure and comfortable future.
INVESTMENT ADVISING AND STRATEGIES
We recognize the uniqueness of each investor. Our team-driven approach and client-centric culture are essential to our investment management process, ensuring personalized strategies that align with your financial goals. As fiduciaries, we are committed to selecting the best products for your needs. We tailor our advice to your specific investment objectives, risk tolerance, and financial requirements, aiming to maximize returns through diversified and disciplined investment strategies.
our Plan Wise process...
Guides Your Retirement Journey with Personalized Planning and Lasting Relationships
1) Initial Consultation and Discovery
Professional Introduction: Attend a local, live seminar event or stop by our office and meet with a financial services professional, who will explain their role and the firm’s approach to retirement planning.
Fact & Feeling Finding: Engage in a detailed discussion about your financial well-being, including a Color of Money Risk Analysis to understand your risk tolerance and financial goals.
2) Customized Financial Planning
Holistic Plan Development: Based on the information gathered, a tailored retirement plan is crafted. This includes a formal presentation using tools like the Color of Money, Social Security Maximization, and Retirement Compass reports.
Client Feedback: You are encouraged to provide feedback to ensure the plan aligns with your goals and objectives before moving forward.
3) Implementation and Ongoing RELATIONSHIP
Solutions & Execution: Implement the agreed-upon strategies, incorporating independent third-party research and solutions tailored to your asset allocation, risk, income planning, and legacy planning.
Long-term Engagement: Establish a lasting relationship with regular review meetings, client appreciation events, and easy access to your advisor via call, text, email, or all three!
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MESAGE US
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CONTACT
Telephone: 317.759.7328
E-mail: info@planwisewealthgroup.com
Office Address:
9998 Crosspoint Blvd, Suite 320
Indianapolis, IN 46256
SOCIAL
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.
Opinions expressed herein are solely those of Plan Wise Wealth Group and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Plan wise Wealth Group a Registered Investment Advisor in the State of Indiana. Being registered as an investment adviser does not imply a certain level of skill or training.
The information contained herein should in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Indiana or where otherwise legally permitted. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).