Jose Cuevas-Wisdom Investments / Financial Advisor in Arlington Heights, Illinois

Wisdom Investments was created to serve an ever-growing need for clients to have one on one attention from a financial planner who is not tied to the interests of a giant corporation. As Independent, Fiduciary, fee-based financial planners, we are able to provide you with unbiased advice while still utilizing the best products available for your goals. In addition, while many financial institutions have changed their business models to primarily cater to the affluent client, our belief is that each client matters. Every client should have the opportunity to leave the lasting legacy for their family they desire. Our goal is to help assist you in making the world a better place for your family and for those God has called you to love and serve with whatever treasure has been entrusted to you.

Specialties

401K Consulting 401k Rollover 403B Plans Advisory And Investment Management Annuities & Life Insurance Asset Protection Business Planning Charitable Planning College Planning Comprehensive Financial Planning Disability Income & Long Term Care Insurance Divorce Planning Estate Planning Family Financial Planning Fee Only Fee-Only Fiduciary Financial Planning Financial Planning Advice And Services Independent Investment Advisor Investment Consulting Investment Management Investment Policy Statements Investment Services IRA Legacy Planning Middle Income Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Rollover Of 401k Or IRA Socially Responsible Investments Special Needs Planning Wealth Management Young Investors