Annette Wise Famous Quotes
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As an accomplished entrepreneur with a history that spans more than fourteen years, Annette Wise is constantly looking for ways to give back to her community. Using enterprising efforts, she qualified for $125,000 in startup funding to develop a specialized residential facility that allows developmentally disabled adults to live in the community after almost a lifetime of living in a state institution.
In doing so, she has provided steady employment in her community for the last thirteen years. After dedicating years to her residential facility, Annette began to see clearly the difficulty business owners face in planning for retirement successfully.
Searching high and low to find answers, she took control of financial uncertainty and in less than 2 years, she became a Full Life Agent, licensed Registered Representative, Investment Advisor Representative and Limited Principal.
Her focus is on building an extensive list of clients that depend on her for smart retirement guidance, thorough college planning, detailed business continuation, and business exit strategies.
Clients have come to rely on Annette for insight on tax advantaged savings and retirement options.
Annette's primary goal is to help her clients understand more than just concepts, but to easily understand how money works, the consequences of their decisions and how they work in conjunction with their desires and goal.
Ever the curious soul who is al
10 Steps Process Requirement
So that we can get a clear picture of your current financial position and your future lifestyle desires our 10-step process requires 2 meetings.
Meeting #1 include steps 1 through 5 and should take no longer than 45 minutes. If in meeting #1 we determine that what we do fit with what you are looking for, you will receive 2 very short questionnaires to complete and we will then schedule meeting #2. The first is a very short and simple financial questionnaire. The second is an online communication profile that assesses how you like to be communicated to and how you naturally approach or respond to problems, information, change and risk. Both are very important to us moving forward. They help us be more effective in how we communicate your data to you.
Meeting #2 include steps 6 – 10 and should take no longer than one (1) hour. In this meeting we will identify areas in which you are losing money unknowingly and unnecessarily. We will customize appropriate wealth strategies to help you become more efficient in your finances so that you can achieve your goals and objectives.
