Wiseman & Associates Financial Servcices, LTD

.......Small enough to know you, large enough to offer you full financial solutions.

 

W&A was established on the cornerstone of unsurpassed client service.  As the community grew, W&A identified local needs and responded by expanding our services to meet business owners' and individuals' financial goals.  Our success is based on our three core values that will continue to enhance each client's experience....Integrity, Responsibility and Commitment.

 

 

 

 

 

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Calculators

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Newsletters

It's Time to Get Real

During times of market volatility, it can be easy for investors to lose sight of two seemingly immovable obstacles standing in the way of their long-term investment goals: taxes and inflation.

How Much Is Enough?

When you look at your life insurance coverage as a lump sum, it might seem like a lot of money, but how much is it in relation to your annual income?

HOT TOPIC: Inflation Slows But Still Poses Long-Term Threat

After a year in which energy prices hit record levels, most consumers will be surprised to learn that the 2008 inflation rate was almost zero. But don't be fooled into thinking that inflation is no longer a threat to your long-term financial outlook.

Avoid the Timing Trap

Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

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