Our Services
A successful retirement is accomplished
through the early adoption of a philosophy and a life plan. Our
services are geared to bring you to that goal and are tailored to
the many individual investment styles we've encountered.
Portfolio Analysis
Our team will perform a rigorous and detailed analysis of your
current portfolio allocations. Our goal is to determine the
efficiency of your portfolio and how likely your retirement plan is
to succeed with your current mix of investments. We will also
perform a detailed cost/benefit analysis to show you what you are
actually paying for your investments on a year-to-year basis.
Once we have completed our analysis, we present you with a
comprehensive series of recommendations about what changes should
be made to align your portfolio with the goals you have laid out
for yourself.
Retirement Planning
The first step in retirement planning is our customized
feasibility analysis with Financeware™. You will answer a series of
profile questionnaires that will give us a glimpse into your
current savings and spending habits along with basic information
about your goals. Once we have a baseline established, we can give
you the red, yellow, or green light for retirement at your desired
age.
The process does not end there. Even if you are five years or
more from retirement - many of our clients are - we update your
plan annually to make sure you are still on track to meet your
retirement goals.
Portfolio Management
Our retirement income distribution portfolios are designed to
focus on three main factors. First,
low-volatility. Second, high cash
flow. And third, capital appreciation. As
our client, you will need to collect income from your portfolio for
the rest of your life. The Wiley Group has been helping clients
manage assets for over twenty-five years and continually devotes
extensive resources to ensuring our portfolios will last our
clients a lifetime.
Cash Flow Planning
Along with portfolio management, cash flow planning is an
integral part of your financial plan once you have retired. We
perform a detailed analysis of your spending, both essential and
discretionary, and evaluate the results to see if you are spending
more than you should (or sacrificing more than you need).
Estate, Tax & Real Estate Planning
These three services are very important in a successful
retirement. Since estate, tax and life insurance planning and
long-term care insurance issues are extremely complex and require a
dedicated professional, the Wiley Group partners with experienced
and trusted individuals from the Philadelphia area to assist us in
these difficult questions. Of course, as a client of the Wiley
Group, you are under no obligation to use our recommended
providers. We just offer the peace of mind of knowing that
professional guidance is just a phone call away.
On-going Education
We work to help you make the right retirement planning choices
through our commitment to on-going education. Most of our
educational material - ranging from market commentaries to research
- is supplied freely via email subscription. Our conference call Q
and A sessions are open to all interested investors as are our
retirement planning seminars and educational events. Subscribe
to event notifications and educational emails here.
