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.

Investing In Education

Helping you make retirement planning choices through our commitment to on-going education. This material is provided freely via email subscription.

Weekly Market CommentariesPeriodic ResearchEvents & ConferencesWomen's Forum

General Questions?

If I become a Wiley Group client, what do I do about my general financial questions and decisions?

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