Fiscal Wise, Inc. is a firm specializing in the financial issues affecting elders, the disabled, and their families. Bill Heidig, Certified Financial Planner, and his colleagues work to help clients navigate the financial, medical and life transitioning issues that arise in later life. We will provide advice in all elder planning needs, support you through calm waters or crisis, and help you plan to weather any storm.
The phrase 'Elder Planning' suggests we work solely with elders, but in reality, we work with clients of all ages. We find solutions for all the diverse issues that life presents - cash needs, savings plans, investing, insurances, visioning - not simply end of life.
We can help. Whether you know exactly what you need from us or have no idea where even to start, we will be supportive, professional, and meticulous throughout the entire process of planning for you.
Our Practice Areas include the following services:
- Financial Planning
- Medicare & Long Term Care Planning
- Investment Administration
- Life Care Planning
- Special Needs Planning