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ABOUT | Wise Solutions Mangement
http://financialetcmi.com/about
Welcome to my firm, Wise Solutions Management(Formerly Financial Etc.), a financial planning, tax preparation, and investment firm located in Lapeer/Metamora, Michigan. Our firm provides the knowledge and experience to assist our clients in working towards their life-long financial goals for themselves and their families while living for today in a realistic, safe, and tax-favorable manner. HOW I CAN HELP:. 700 S Main Street #135. Free Credit Consultation - Includes Credit Report Summary and Score.
financialetcmi.com
ESTATE PLANNING | Wise Solutions Mangement
http://financialetcmi.com/services/estate-planning
700 S Main Street #135. Free Credit Consultation - Includes Credit Report Summary and Score. Securities offered through Founders Financial Securities, LLC Member FINRA/SIPC Register Investment Advisor. 2014 Wise Solutions Management- Powered by R2 Creative Studio.
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RETIREMENT & PENSION PLANNING | Wise Solutions Mangement
http://financialetcmi.com/services/retirement-pension-planning
RETIREMENT & PENSION PLANNING. RETIREMENT & PENSION PLANNING. The process of determining retirement income goals and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program and managing assets. Future cash flows are estimated to determine if the retirement income goal will be achieved. 700 S Main Street #135. Free Credit Consultation - Includes Credit Report Summary and Score.
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TAX PREPARATION | Wise Solutions Mangement
http://financialetcmi.com/services/tax-preparation
Knowledgable in the areas of tax and accounting. A full-service, year-round income tax preparation company specializing in fully computerized federal and state tax preparation of individual returns. Financial etc. strategically provides comprehensive payroll services, employee benefits administration and human capital management solutions for businesses of all sizes through ADP. 700 S Main Street #135. Free Credit Consultation - Includes Credit Report Summary and Score.
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ANNUITIES | Wise Solutions Mangement
http://financialetcmi.com/services/annuities
Annuities can be structured to provide fixed periodic payments to the annuitant or variable payments. The intent of variable annuities is to allow the annuitant to receive greater payments if investments of the annuity fund do well and smaller payments if its investments do poorly. This provides for a less stable cash flow than a fixed annuity, but allows the annuitant to reap the benefits of strong returns from their fund's investments. VARIABLE EQUITY and EQUITY INDEXED ANNUITIES. For example, suppose ...
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SERVICES | Wise Solutions Mangement
http://financialetcmi.com/services
700 S Main Street #135. Free Credit Consultation - Includes Credit Report Summary and Score. Securities offered through Founders Financial Securities, LLC Member FINRA/SIPC Register Investment Advisor. 2014 Wise Solutions Management- Powered by R2 Creative Studio.
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COLLEGE FUNDING | Wise Solutions Mangement
http://financialetcmi.com/services/college-funding
A plan that allows for the prepayment of qualified higher education expenses at eligible educational institutions. Also known as a "qualified tuition program," or more fully as a "section 529 plan.". 700 S Main Street #135. Free Credit Consultation - Includes Credit Report Summary and Score. Securities offered through Founders Financial Securities, LLC Member FINRA/SIPC Register Investment Advisor. 2014 Wise Solutions Management- Powered by R2 Creative Studio.
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SITEMAP | Wise Solutions Mangement
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Blog Archives by Categories. Generation X and Y. Blog Archives by Month. Services Archives by Categories. Services Archives by Tags. Rx Game for Your Brain. Finding a Glide Path to College. Hope everyone has a good long weekend! The history of Labor Day. ROI is King: Making College Pay. Transamerica Institute Attends the White House Conference on Aging. Securities offered through Founders Financial Securities, LLC Member FINRA/SIPC Register Investment Advisor.
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RESOURCES | Wise Solutions Mangement
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Rx Game for Your Brain. In Health and Wellbeing. It’s amazing what you can do with the touch of a finger. You can learn a new language (Duolingo app), book a flight (Southwest app), check into your hotel (Hilton HHonors app) and get real-time traffic updates (Waze app). But what about an app, backed by science and medical professionals, designed to improve brain function…. Finding a Glide Path to College. Hope everyone has a good long weekend! The history of Labor Day. ROI is King: Making College Pay.
