We help coach people to discover what it means to be an investor, and how their brain works around investing.
The dilemma that plagues every investor and the three simple strategies that can put your portfolio on the path to success.
Founded on the principles that clients should, at all costs, avoid the investment myths of stock picking, market timing, and track-record investing; Wisdom Financial Services offers financial coaching designed to empower people to realize their dreams through the discovery of Wisdom, Truth, and Freedom around money and investing. Money without a purpose can show up as a burden, scarce, and never enough. With a powerful purpose, money can be used as a tool to fulfill what you want to create in life.
The Coaches of Wisdom Financial are a team of local professionals in the Geneseo, Galesburg, and Quad City area that came together to change how people experience investing. Wisdom’s coaches have backgrounds in estate planning, tax & retirement planning, and financial coaching.
For those who have become dissatisfied with the financial advice offered by the commission-based brokerage community, we offer personalized, disciplined, fee-based investment management services designed to become a systematic, life-long solution to the investor’s dilemma of constantly searching for the elusive “beat the market” strategy. In a world of robo-advisors and new technology built to facilitate speculating and gambling, the need for steadfast academic principles has become urgent and apparent.