Through our retirement planning process, we will review your current income situation and show you your potential income in retirement. We'll work with you to create a sustainable income that will last for your life. We'll help you understand your Social Security options and maximize the benefits for your situation. If you have a pension, we will guide you through the options available and help you make the right choice. We'll help prepare you for other considerations such as a premature death of a spouse, inflation, or taxation.

At B-FinancialWise, we take the time to understand your financial goals and risk tolerance. As an Investment Advisor Representative operating through an independent Registered Investment Advisor, we are not affiliated with large wirehouse institutions. This independence allows us to offer a broad range of funds and equities, enabling us to build cost-efficient, high-quality portfolios using institutional-style investment strategies.

Taxes are one of the single largest expenses for anyone, yet so little time is spent keeping Uncle Sam out of our pockets. At B-FinancialWise, we take an integrated approach to financial planning, one that includes tax minimization strategies, employing the right professionals. Every financial move you make has tax implications, so having a comprehensive retirement plan with tax-smart investment strategies is vital. Remember, it's not what you make that counts, but what you keep!

Choosing the best Medicare plan that fits your needs can be a challenging task. Long-term care planning can help financially protect you and your family from unexpected medical issues that may arise as you age. You have many options to choose from, and our senior health insurance specialists are available to help you make a confident decision about the plan options that may be best for you.

We believe the fastest way to erode your life's work is to not have estate documents in place. Estate documents protect your assets and provide for your family in the event you are no longer around or capable of providing for them. By working collaboratively with our estate planning attorneys, we help maximize the amount that your loved ones will receive and how it is distributed while minimizing taxes.

B-CollegeWise operates as the college planning division of B-FinancialWise, helping families optimize their financial aid for college without compromising their retirement needs.

This program is designed to guide students toward securing admission to the best possible colleges at the most affordable cost. For further information, visit B-CollegeWise.com.