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HOW TO GET STARTED 

WITH 

WISE CHOICE FINANCIAL PLANNING


SCHEDULE A FREE CONSULTATION OR CALL US AT 214-434-1135

SCHEDULE FREE CONSULTATION


If you have any financial questions or would like to speak to an expert about your financial future we would love to hear from you. We can help you by creating a financial plan and giving you the step by step guidance that will help you reach your goals. 


Our number 1 priority is advising on what's in your best interest at all times. 


Jordan Wise

Investment Advisor



HOW CAN WE HELP?

Financial Planning & Investment Advising


Planning

  • Retirement Plan

  • Investment Plan

  • Employer Benefits

  • Future Generation Planning

Investing

  • Portfolio Management

  • Individual Retirement Account

  • Rollover 401k

  • 529 College Savings Plan