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Get A Plan

Get A Plan

Your financial goals and individual needs are most important to us as we help plan and manage your retirement. To assist you in understanding Wiley Group's experience, our approach to retirement planning and our investment management strategies, we have outlined our three step introductory process.

 

The 15 Minute Phone CallThis is the first step in our process and our purpose is for you to get to know us, and for us to get to know you. Deciding who you will trust with your hard earned money is not something we expect you to take lightly. So, this step gives you the opportunity to talk to us without committing to anything more than 15 minutes of your time.

The In-Person Appointment Prior to your first meeting with Wiley Group, you will receive a comprehensive email questionnaire to complete. Your response to this will help us more fully understand your current financial situation and prepare our initial financial analysis. During the appointment, we will gather additional information, update our analysis and identify an ideal long term plan. We typically test several scenarios with different retirement ages as well as alternate saving and spending levels to further refine your ideal scenario. If your results produce a "yellow" light, we will make suggestions to improve your probability of success and create a "green light" prior to retirement.

Financial Serenity Getting to the "green light" is how we define 'financial serenity". If you have the "green light" then you have the comfort of knowing that your plan is on track. And if you are off track, we can advise you on how best to achieve your optimal scenario. If you decide to become a client of Wiley Group, we will monitor your financial projections to make sure that you stay on target.