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 (QCD's, RMD's, IRMAA, ROTH, etc.)
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 First Class P.I.L.O.T. Process...
With your JETBook in hand, you'll be fully equipped to navigate your path with confidence and soar into the retirement of your dreams, it all starts with our First Class P.I.L.O.T. Process...
1) P.I.L.O.T. Consultation and Discovery
Prepare: Attend a local, live seminar event or stop by our office and meet with a financial services professional, who will establish a profile for your unique portfolio.
Identify: 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) JETBook Meeting
Locate: 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.
Optimize: Tailored recommendations to improve your financial situation. You are encouraged to provide feedback to ensure the plan aligns with your goals and objectives.
3) Signature JETBook Delivery
Tailored JETBook: This is why we are the #1 financial firm in Indiana and why you choose to work with Plan Wise Wealth Group. This is YOUR personalized flight plan built to match your retirement vision and priorities!
