FAQ

I work well with Christians and those who have done a great job squirreling away money for their future and don’t want to spend time in retirement looking at which investments to choose or what other steps to take with their finances. For do-it-yourself and/or fee averse individuals who seek professional guidance, we charge by the hour to analyze your situation and build you a financial plan.

We charge a percentage of the value of the investments you entrust us to manage. Fees are debited directly from your account: There’s no additional charge for income, financial, and tax planning.

Our goal is to help you maximize your assets so that you can accomplish all your financial goals. Throughout the year we will work on the following: Retirement planning Income planning Insurance review Investment management Tax planning Estate planning Cash flow planning Education planning We will also work together to figure out when to take your Social Security income for the best outcome.

Yes! At Wise Wealth Stewardship, we will look at your financial picture and offer strategies to help you optimize your taxes. However, your CPA or you will still file your tax return.

At Wise Wealth Stewardship, we work with Charles Schwab, Fidelity, and Pershing. One of them shall hold your assets and produce account statements. Together, we will choose the best custodian before we begin our relationship. Let’s start today.