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.

 

 

 

 

 

     Click below for:

LPL Account View Link
Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Lease Payment

How much would your monthly lease payment be?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

More Calculators →

Newsletters

Giving for the Greater Good

When you utilize a structured giving strategy, your efforts can help reap greater benefits for you, your heirs, and your favorite charity.

Life Lessons

Research shows that most people who own life insurance may not have adequate coverage. The real problem is that many of these people may not find out that they lack the proper coverage until it's too late.

More Reasons to Convert

Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive.

What Does the Dollar Do for You?

Which is preferable, a strong dollar or a weak one?

More Newsletters →