Your Investment. Our Expertise.
The Work Starts Now
Find out more about how we help you - at each stage of your
career - to plan successfully for a lifetime of income.
An analysis with Financeware™ begins with a client
profile questionnaire. You will answer a series of profile
questions that will give us a total picture of your current savings
and spending habits, information about your total assets as well as
basic information about your retirement goals and risk tolerance.
We will then run a series of projections, allowing The Wiley Group
to give you a red, yellow or green light for retirement - whether
that's in 6 months or 6 years.
The Wiley Group provides a range of free analysis
services to help you determine your financial position in relation
to future retirement, including: Retirement Feasibility
Analysis, Portfolio Checkups and Pre-retirement
Consultations.
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.
From time to time, The Wiley Group will host
educational events with nationally known speakers from universities
or the investment industry. We also host small seminars to allow
prospective clients to meet our team personally and learn more
about our unique process.
The Wiley Group is acutely aware that women
occasionally face different financial challenges than men. It is
for this reason that we have begun to hold Women's Financial Forums
for our female clients, their friends and family. It is our goal to
provide women with a solid understanding of their own unique needs
in an informal and relaxed atmosphere. If you would like
information about an upcoming women's forum, please click
here.
