Nurses and medical professionals face a diverse set of challenges for personal finance management – from insurance to benefits, education loans to business expenses. But it is possible to understand and steer it all.
A trusted, focused financial advisor can help you make plans and find strategies to live at peace with your finances, today and well into the future.
Find strategies to:
✓ Pay off student loans
✓ Fund retirement
✓ Operate an office
✓ Support charitable giving
✓ Steward investments
Create a blueprint for financial security and growth.
Free yourself from worry and stress about your financial future.
Fund and protect for life’s big changes and your lasting legacy.
We’ll work together to build strategic, full-service – yet easy-to-understand – financial plans for you and your family.
You’ll get:
✓ Approachable, simple solutions to often confusing concepts
✓ Tactics customized to your unique values
✓ Approaches to attain and maintain your desired lifestyle
✓ Helpful advice, not a sales pitch
✓ Support for charitable giving plans & retirement goals
Our independent, fiduciary financial advisors help you establish and steward your investment portfolio.
Why Wisdom Investments?
✓ Includes a customized financial plan
✓ Fee-only, so we’re not motivated by profiting off your investments
✓ Nimble to evolve strategies as the market changes
✓ Freedom to access many investment options
✓ Not encouraged to “push” certain products or upsell extras you don’t need
Because we have family that work on the front lines, our passion is providing tools and assistance for you and others.
✓ One less thing to worry about in your busy life
✓ Personal empathy for your unique pressures and challenges
✓ Deeper understanding of often complex savings and financial environments
Financial Assessment
Financial
Plan
Investment Review
Ongoing Advising
We’ll work together to build strategic, full-service – yet easy-to-understand – financial plans for you and your family.
You’ll get:
✓ Introductory, casual conversation
✓ Basic financial assessment
✓ Complementary resources for at-home empowerment
✓ Clear next steps for plan and mangement
Thanks for your message! We’ll be in touch soon.
We respect your privacy, so we’ll protect your personal information.
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.
Get subscriber only insights & news delivered by Wisdom Investments
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.
Website by Provenant Group