3883 Telegraph Rd. Suite 204   Bloomfield Hills, MI  48302   

InvestWise Financial, LLC is built on a solid foundation of excellent client service and in-depth market knowledge. Our associates take financial education seriously, guiding you down the road toward financial freedom.

Plan for Tomorrow ~ Live for Today ~ Let us help you plan for the Future!


 

Have you or someone you know been asked to give up your traditional monthly pension check for a one-time lump sum payment?  Several retirees who recently faced this decision sat down for  a town-hall forum to dicuss their options and the choice they made.

~ To watch pension video hosted by Rod Meloni click image below  ~

As a full-service retirement planning firm, we partner with our clients to deliver solutions that help solve their most complicated needs. 

Please, contact us today to schedule a no obligation consultation.

 


 

Click above image to read and view video

 Around 40,000 GM retirees facing big pension decision

MyFOXdetroit - by Roop Raj


 

 

~ Media Highlights ~ 

Click images below to read about or listen to InvestWise Financial.

 

 Detroit News

Mitch Albom Show WJR 760 AM

GM Pension Decision Looms

Securities services offered through National Planning Corporation (NPC), Member FINRA/SPIC.  InvestWise Financial, LLC and NPC are separate and unrelated companies.  Opinions voiced in this article are those of the issuing representative not NPC and are not inteded to provide specific advice or to be construed as recommendations for any individual.  To determine which investments may be appropriate for you, consult with your financial, tax or legal professional.  Neither InvestWise Financial, LLC nor NPC is affiliated, retained or endorsed with any other named entity.

 

 

 ~ Workshops & Seminars ~ 

The educational process continues even after your strategy is prepared and implemented. We offer our clients new and updated information as it becomes available, as well as opportunities to attend educational workshops and presentations.  CLICK image below to register for a class or get information regarding our courses.

We are here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data.  In fact, we ensure that all of our clients have a clear understanding of the Investment Strategy process and the options available to them prior to the formation of the financial portfolio. 

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

More Calculators →

Adding Real Estate to Your Portfolio

An overview of the potential benefits and risks of REITs, and how real estate investments might help provide portfolio balance.

Highly Appreciated Giving

A charitable remainder trust may enable donors to give appreciated assets to a favorite charity on a tax-free basis.

You Need a Will. What About a Trust?

This article provides an overview of basic trust terms and structures and common types of trusts.

Are Your Beneficiaries Up-to-Date?

Now may be a good time to make sure that the beneficiaries in your will, insurance policies, and retirement accounts are current.

More Newsletters →