Initial Consultation

If you lack peace of mind regarding your investments, Wisdom Financial offers two initial ways to learn more about how we can assist you. Either initial option is free of charge for new or prospective clients.

1. Attend an Investor Education Series Workshop

You are encouraged to attend one of our successful and entertaining Investor Education Series workshops. We hold these introductory events regularly so that new and prospective clients can learn more about what we do.

At the end of the workshop you will be offered an opportunity to schedule a one-on-one consultation with an Investor Coach.

Investor Awareness Guide
2. Schedule a Free Consultation

Call us at (800) 959-8485 to schedule an initial consultation. In advance of our meeting we will provide you with a few materials to review that will help you better understand our approach to investing.