Investment and Insurance Services

Having the proper investment and insurance services in place is critical to your financial success. At Wise Financial Services we specialize in providing a wide range of investment and insurance products that are tailored to help you achieve your financial goals. Wise Financial Services is ready to help you with great ideas and great service!

Investment Products

Happy couple reviewing financial statements

Investments – We represent multiple financial products. We can personalize an investment strategy that can help you earn additional income from your money and achieve your financial goals. Whether you are thinking about investing to fund your own retirement plan, to fund your children’s college education, or anything in between, we can help you find a financial solution that will help you meet your goals.

Retirement Planning – Retirement planning is a critical step in preparing to leave the work force. The earlier you start, the better off you will be. Don’t rely on a generic retirement calculator to drive your retirement savings strategy.  Sit down with an experienced financial solutions adviser and discuss how you can maximize your contributions and learn how much you will need to have confidence in your finances during retirement.  Once we know your goals, we can determine which investment solutions will help grow your retirement account and work with you to craft a retirement strategy that meets your needs.

Social Security Planning – Your retirement plan should also include a Social Security Plan. Social Security will be one of your largest assets in retirement and having a Social Security Plan can help you maximize the amount of Social Security payments you receive each month. To learn more about the importance of Social Security Planning, talk to Kent Wise, an expert in the field of Social Security Planning.


Insurance Services

Having the proper insurance coverage in place is essential in protecting you, your loved ones and your assets. We have been working in the long-term care insurance industry for over 27 years. Kent Wise is a recognized expert in the field and is frequently asked to speak on the topic at the local and national level. In addition to long-term care insurance, we also offer a number of other insurance products at the best value to our clients. We handle Life, Long Term Care, Medicare Supplements, Major Medical, and Medicare Prescription Drug coverage.

Insurance costs and online insurance quotes can be confusing and it is often difficult to know what you need. We approach each of our clients on an individual basis reviewing their needs and wants to determine the proper insurance coverage that is required. We provide attention to detail from start to finish so you can rest assured that you are protected with the proper insurance products.

Talk to Wise Financial Services about:

  • Long-Term Care Insurance
  • Life Insurance – Whole and term life insurance
  • Medicare Supplemental Insurance
  • Medicare Part D Drug Coverage
  • Critical Illness Insurance
  • Disability Insurance

Talk with Kent Wise today about how he can help you achieve your financial goals and protect yourself with the proper investment and insurance products, call 504-220-0947 or click here to contact us online.