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. 

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

College Funding

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

More Calculators →

Medicare Means Testing

Medicare program structure, premiums, and why it’s important to factor health-care costs into retirement planning.

Working for Yourself — and Your Future

Three retirement plan options available to self-employed individuals and small businesses.

Teaching Children About Finance

Tips to help parents teach their children about personal finance.

Step Up to Help Reduce Taxes on Inherited Assets

Step-up in basis on inherited assets differs from gifts, which are subject to carryover basis rules.

More Newsletters →

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Check the background of this financial professional on FINRA's BrokerCheck