Relationship Overview
FiscalWise acts as if all relationships are gong to be long-term. We are committed to a long-term relationship with our clients-some have been with us from our beginnings of over 30 years – it is extremely rare for us to have a client leave.
The amount of personalized service and the quality of the advice makes FiscalWise different. We categorize clients by needs. Our clients are always seeking the financial benefits of higher investment returns, income or estate tax savings, and help with a diverse list of financial decisions. Our clients look to help them articulate personal goals and develop comprehensive planning strategies for achieving them. The firm’s expertise is in comprehensive financial and life planning with an emphasis on pre-and post-retirement planning tax strategies.
FiscalWise serves the following types of relationships:
- Entrepreneurs of closely held businesses that want strategies and results.
- Women and widows, overwhelmed and confused about making financial decisions and seek our clarity to decisions a spouse had provided.
- Inheritors that want advice to prudently manage the funds they received.
- Retiring and retired couples.
- Ongoing comprehensive financial planning and investment management relationships.
- We have clients who are in the accumulating phase of high income but very little in investments, this is evident with doctors who seek simplicity and lower education debt while working to grow their wealth.
- Adding lower cost choices in order to make the introduction to financial planning less expensive and to allow perspective clients an opportunity to see what they get for their money.