Why FiscalWise?
Frequent reasons we are contacted to work with clients is because of a major life change. These might include:
- Imminent lump-sum distribution from an employer’s retirement plan
- Loss of a spouse and their insights or efforts
- Stock option grant
- Selling a business
- Contemplation of retirement (pre-retirement planning)
- Birth of a child (education planning)
- Unemployment or re-employment
- Lottery winning
- Life insurance evaluations
- Estate planning issues
- Inheritance
We take the time to gather the pertinent data and understand the client’s objectives before we prepare our analysis and deliver the recommended solutions. If you end up with more money at retirement, save more in taxes, increase your income and reduce your estate taxes, then our services are an investment. We provide immediate response to questions when called, and respond to ALL client questions within 24 hours.
Key attributes of FiscalWise:
- Knowledgeable
- Unbiased
- Personalized
- Customized
- Confidential
- Responsive
- Small
- Friendly
- Direct Access
- Cost Effective
- Good Value
- Honest
- Reliable
- Local
- Known Entity
We think it is important to meet with our clients face-to-face at least once a year, so we frequently travel to see our clients who are out of town. Many clients make regular visits to our offices, and we set meeting times to accommodate their schedules. If desired, client conferences can also be conducted as telephone conferences.