FiscalWise, Inc. and our principal financial advisor, Bill Heidig, specialize in understanding and guiding our Clients as they encounter financial decisions. Through confidential financial discovery, we provide experienced based insights and ideas to overcome important issues, which includes retirement, taxes/estate, insurance coverage, cash flow, asset management and any other important issues clients wish to address.
We begin our relationship with deep conversations that generate a mutual understanding about where to focus our efforts. Next, we gather the necessary data and create a plan of action – to move towards the best results.
As a Client-centered, “fee-only”, Registered Investment Adviser, we are fiduciaries for all of our Clients. We act only in our Client’s best interests – at all times.
100% of our compensation is obtained directly from our Clients.
Our experienced, unbiased advice, guides all of our decisions through the Client’s perspectives. We utilize our knowledge and market understanding to move toward the optimal result for the Client.
We provide a free “Get to Know Us” gathering (in-person or virtual); at which time, we will provide our list of agreed deliverables and a price quote for the desired services. Our service is unique to other firms, because we dive deeper in our conversations, and we look beyond the typical approaches to help make a difference in our Client’s lives. Amen!