Cultivating Financial Wellness
B-FinancialWise
B-FinancialWise is a comprehensive financial services firm that helps individuals and families—from young parents planning for college to retirees preparing for life's next chapter—make confident, informed decisions about their financial future.
We understand that clients at every stage of life face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, education savings, the impact of inflation, taxation, and rising healthcare costs. As the majority of our clients have similar concerns, we've had the opportunity to gain the skills and experience necessary to provide the help and insight you need when planning for your future.
It's Time To Get On Track
Our Wise Path To Retirement
We follow our Wise-Step process to create your financial plan. The wonderful benefit of our process is that it applies to any financial decision or concern you have. It helps you make informed decisions about your money based on facts and an experienced team of professionals to help guide you along the way. We take the time to thoroughly explore your needs, no matter the stage of life you are in, to help provide a custom-tailored solution that we continue to monitor and adjust.
Income Planning
We'll plan and help create strong and predictable income, which is the foundation of a comfortable lifestyle.
Wealth Management
Our investment planning is based on a philosophy of controlling for volatility and eliminating unnecessary fees.
Tax Planning Strategies
We'll walk you through the numerous tax planning strategies that can minimize your taxes in a legal and ethical manner.
Healthcare & Long-Term Care
The costs of healthcare are rising and will be part of your life both pre-retirement and post-retirement. We'll plan for and address these costs.
Legacy & Estate Planning
Since we all will eventually pass, it is critical to have a plan to make sure that your hard-earned assets go to your loved ones and charities in the most efficient manner.
College Planning
In addition to our five-step process, our college planning program is designed to guide students toward securing admission to the best possible colleges at the most affordable cost. Simultaneously, we help families optimize their savings for college, without compromising their retirement.
Retirement Resources
Download Our Complimentary Guide
The 2025 Tax Guide
Your Roadmap To Reducing Your Taxes This Year And In The Future
After the many changes to the financial landscape that have occurred over the last few years, filing your taxes this year could be complicated. Maybe you stopped working, realized investment losses, created an estate plan, or went from itemizing to claiming the standard deduction or vice versa. There are many factors that can impact how your tax level may change, and if you need to rethink your tax strategy.
