History of FiscalWise
FiscalWise was envisioned in 1984 by William 'Bill' Heidig, CFP®. His experience and perspectives provide clients assurance that their best financial interests are served. The advice provided is valued many times more then the invoiced fees our loyal clients pay as retainer clients to receive our advice and service.
Our focus is to instill in our clients three clear tenets: the value of information, the value of hard work, and the value of understanding alternatives before decisions are made. All finances are interrelated. Our review of primary documents--including tax returns, estate plans, employer agreements, insurance policies, income and businesses -- helps us identify issues and consider practical solutions.
FiscalWise is truly client-centric. We meet clients without having any preconceptions about their situation. Our first objective is to know and understand our client and find out where they are, what’s important to them, where they want to be, and their willingness to make that happen.
FiscalWise continues to provide a nurturing, collaborative environment for clients, along with a fresh, new vision. To earn the trust of clients through personal integrity, confidentiality and superb attention to detail in both financial matters and personal situations is our objective.
Founders Message
At FiscalWise, optimism is the prevailing notion. We serve our clients by focusing on the Six C’s: Character, Chemistry, Caring, Competence, a Consultative atmosphere and Cost-effective services. The true value of our service is the peace-of-mind clients get by knowing that professional and objective advice is provided to help them through all of their financial issues and decisions.
FiscalWise serves as a primary financial advisor compensated to eliminate bias and to keep clients on track through disciplined use of our intelligent systems and processes. Clients receive help to make smarter financial decisions and streamline their use and investment of money. Efficient implementation allows savings and benefits to multiply. Other assistance includes the articulation of a compelling vision and the best use of wisdom we provide through our mutual efforts.
Cordially,
Bill Heidig
William 'Bill' Heidig, CFP®
Principal, Financial Advisor