Thank you for visiting the website for E. F. Wise Planning, LLC. It is our intention to provide some background information about who we are and what we do, our experience, and access to a large number of resources pertinent to the management of a person's financial life. Also, please use the site to request more detailed information. If you feel that you need something that is not currently available or you can't locate, please let us know, and we can try to accomodate you. Again, thank you for your time and interest.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
We can help take the mystery our of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing financial questions.
"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."