Moneywise Planning Group

At MoneyWise Planning Group, we believe in the power of financial planning to improve lives. Our team of experienced financial professionals has dedicated themselves to helping individuals and families achieve their financial goals. We are committed to building lasting relationships with our clients, providing them with personalized advice and guidance every step of the way.

Our Mission, Vision & Core Values

Our mission at MoneyWise Planning Group is to empower our clients to make informed financial decisions. We strive to provide comprehensive financial planning services that cater to each client's unique needs and goals. Our vision is to be a trusted partner for our clients, helping them navigate the complexities of personal finance and achieve financial freedom.

Our core values are at the heart of everything we do. We believe in honesty, integrity, and trust. We are dedicated to delivering exceptional service and building strong, lasting relationships with our clients. We are committed to staying up-to-date with the latest trends and developments in the financial industry, ensuring that our clients receive the most current and effective advice.

Our Process

At MoneyWise Planning Group, we understand that every client is unique. That's why we take a personalized approach to financial planning. Our process begins with a thorough understanding of your financial situation, goals, and aspirations. From there, we work closely with you to develop a tailored financial plan that addresses your specific needs and objectives.

Our six-step process includes:

1. Discovery: We get to know you and your financial situation.

2. Data Analysis: We gather and analyze all relevant financial data.

3. Strategy Development: We develop a personalized financial strategy.

4. Implementation: We put your financial strategy into action.

5. Monitoring: We continuously monitor your progress and adjust your strategy as needed.

6. Review: We regularly review your financial plan to ensure it remains aligned with your goals.

Our People

Our team of financial professionals is dedicated to providing exceptional service and guidance. With years of experience and a deep understanding of the financial industry, we are equipped to handle a wide range of financial planning needs. Our team includes:

• Joseph Roubik: Independent Wealth Advisor
• Michael Patterson: Independent Wealth Advisor
• Anna Gorman: Independent Wealth Advisor
• Beth Hahn: Registered Assistant
• Diana Nunez: Administrative Assistant
• Juli Drews: Client Service Specialist

Services

At MoneyWise Planning Group, we offer a comprehensive range of financial planning services designed to meet the unique needs of our clients. These services include:

• Financial Planning Services: We create strategies that are tailored to your needs and goals.
• Retirement Income Planning: We help you plan for a secure and fulfilling retirement.
• Insurance Planning: We believe values matter, and we live by ours every day.
• Tax Planning Services: Years of experience have prepared us to guide you through your life transitions.
• Estate Planning: We help you ensure that your legacy is protected and preserved.
• Asset Management Planning: We help you manage your assets effectively.
• College Planning: We help you plan for your child's education.
• Employee Benefits: We help you navigate the complexities of employee benefits.

Resources

We believe in empowering our clients with the knowledge and tools they need to make informed financial decisions. That's why we offer a variety of resources, including:

• Blog: Stay up-to-date with the latest trends and developments in the financial industry.
• Retirement Tax Preparation Insurance Estate Investment Money Lifestyle Tools: Access a range of calculators and other tools to help you manage your finances.
• Monthly Market Insights: Stay informed about market trends and performance.
• Events: Attend one of our seminars or workshops to learn more about retirement, social security, or estate strategies.