Helping people plan FOR their retirement;
Help them through the PROCESS of retiring;
then, Guiding them THROUGH their retirement.
 

When making decisions regarding your retirement, at age 30 or 65, it is important to work with someone that you trust; that makes you feel confident and reassured in your decisions. When I sit down with my clients, the first thing I want to learn is about them.

  • Who are they?
  • What is most important in their lives?
  • Who is most important in their lives, and
  • How do they want to protect them?

 

My clients appreciate an open, values-directed approach of a woman who listens to their needs and applies thoughtful planning. We work together to develop a written plan based on their goals and needs. They appreciate that their questions are addressed in a timely manner and understand why they are invested as they are.

What I love the most about my job is helping people plan their journey to retirement, then watching it all come to fruition. –Darla Wise

  • Financial Advisor
  • Investments
  • Retirement Planning and Strategies
  • Life Insurance and Annuities
  • College Funding
  • Roth and Traditional IRA's 

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