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. 

College Funding

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

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

More Calculators →

Do You Still Need Life Insurance?

Reasons why life insurance may still be important and the differences between term and permanent insurance policies.

Cyber Crime on the Rise

Data breaches at large retailers have dominated the news, but cyber crimes also threaten small businesses.

HOT TOPIC: Last-Minute Legislation: 2014 Tax Extenders

50 temporary tax provisions for 2014 became law with less than 2 weeks left in the tax year; will any affect you?

HOT TOPIC: U.S. Oil Carries More Weight in the Global Market

The U.S. has become the world’s largest energy producer; can lower gas and oil prices accelerate the economy?

More Newsletters →