Long after you retire, what are the events you’ll look back on and cherish most? Helping your child go to College, your grandchild’s wedding, your first overseas vacation after retirement? We want to be the silent partner who helps you plan for these precious moments.
To help individuals and businesses attain freedom, independence & security by utilizing independent advice, technologically advanced systems, and academically based research to accomplish your goals while adhering to your values.
To be the most trusted Financial Firm in the Chicagoland area with a track record of helping clients attain their goals and maintain peace of mind.
We promise to fully disclose all fees and costs associated with your financial planning experience. We hold ourselves to the public as Fiduciaries and commit to providing advice with your best interests in mind.
We take a holistic approach to financial planning. We believe that every financial plan should consist of a full review of your entire financial picture.
As Independent Fiduciary Investment Advisors, we are not limited to proprietary products. We seek to provide Investment solutions with your best interests in mind.
A means by which governments finance their expenditure by imposing charges on citizens and corporate entities.
Risk management is the process of identification, analysis and acceptance or mitigation of uncertainty of potentially catastrophic events.
Your busy schedule makes it tough to give the time needed for personal finance planning or strategy. With an experienced advisor at your side, you’ll be ready for now and what’s next.
Teachers face unique challenges for personal finance management – from pensions to benefits, loans to compensation. But it is possible to understand and steer it all.
After years of working, saving, and day-dreaming for your post-career years, it’s now getting closer to reality. To limit retirement surprises, you need a clear, organized plan of action.
Nurses, doctors, and other medical professionals take on a diverse set of demands—in their careers and on their finances. You need an advisor with experience and empathy.
One dollar in the 1950’s would be the equivalent of $8.50 today
| Movie Ticket | Bread | Home | Car | |
|---|---|---|---|---|
| 1950s | $0.50 | $0.16 | $16,000 | $1,800 |
| 1980s | $3.50 | $0.51 | $100,000 | $6,000 |
| 2010s | $8.00 | $2.50 | $250,000 | $20,000 |
We promise to fully disclose all fees and costs associated with your financial planning experience. We hold ourselves to the public as Fiduciaries and commit to providing advice with your best interests in mind.
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2000 Center Dr., Suite East D219, Hoffman Estates, IL 60192
Phone: (224) 735-7185 Fax: (844) 274-2908 Email: info@wisdominvestments.com
This site has been published for residents of IL. All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.
Wisdom Investments, Inc. is a Registered Investment Advisor. Investment Advisor Representatives of Wisdom Investments, Inc. may transact advisory business in a particular state only if first registered, excluded or exempted from Investment Advisor Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in the rendering of personalized investment advice for compensation, will not be made absent compliance with state Investment.Advisor Representative registration requirements, or an applicable exemption or exclusion.
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