At Wealth Wisdom Financial, we don't sell products - we sell wisdom.

Our services are designed to simplify your financial world, helping you live well and create a legacy now.

For Young Professionals and Families

Adulting is hard and getting harder. We get it. Whether you're feeling stuck in a soulless job, struggling with financial literacy, or trying to break generational money patterns, we're here to help. Our services include:

  • Financial Literacy Coaching: Gain the knowledge and confidence to control your money effectively.
  • Debt Reduction Strategies: Create a plan to reduce debt and build wealth.
  • Career and Finance Alignment: Find purpose in your work while securing your financial future.

"Knowledge is knowing the right answer. Wisdom is knowing the right question." - Let's explore the right questions for your financial journey.

For Those Nearing Retirement

  • Retirement Solutions: Time-tested strategies to bring stability and certainty to your financial future.
  • Estate Planning: Ensure your legacy is in good order, protecting what matters most to you.
  • Income Planning: Navigate market volatility with thoughtful, long-term strategies to give you lifetime income, even if you live to age 100 or more.

Experience how our wisdom can transform your retirement outlook.

Are you in the "dread zone" - those crucial 10 years before or after retirement? We understand your concerns about market volatility, lifestyle maintenance, and leaving a lasting legacy. Our services include:

Bank On Yourself®

  • Greater assurance of safety and growth compared to conventional investments
  • A way to finance major purchases while still growing your wealth
  • Tax advantages and guaranteed growth

Our firm boasts both Bank On Yourself Professionals and Certified Infinite Banking Practitioners. This dual expertise allows us to provide you with comprehensive guidance on leveraging these powerful financial strategies to their fullest potential.

Profit First

  • Ensure greater profitability ASAP, not just an afterthought
  • Create clear cash flow management, eliminating month-to-month uncertainties
  • Build a positive business culture that values financial health, funds your personal goals, and grows your business effectively. Yes, you can do all 3.

Financial Planning

Discover how Bank On Yourself® type whole life insurance policies can provide:

Whether you have a side hustle, a real estate portfolio, or a thriving business, we are certified Profit First Professionals and ready to:

Whether you're just starting your career, building your family, approaching retirement, or anywhere in between, Founder Amanda Neely, CFP® guides our team through our clients’ financial complexities with wisdom and expertise. 

Experience peace of mind. Let us help you simplify your financial world and create a path to lasting financial well-being.

Our Approach

Whether you're nearing retirement or just starting your career, our Wealth Wisdom Approach incorporates:

3. Custom Solutions:

1. Peaceful Planning:

Create a calm, stress-free financial environment.

We're your guide, not a guru, empowering you through wisdom.

Tailored advice for your unique circumstances.

4. Thoughtful Guidance: 

Implement purposeful plans for long-term success.

2. Intentional Strategies: 

Education Funding

Ready to gain clarity and peace of mind about your financial future? Contact us today to start your journey towards financial wisdom and independence.

Balance your retirement savings with education costs. Our strategies help you:

  • Balance your retirement savings with education costs. Our strategies help you:
  • Recapture college expenses
  • Pay for education tax-efficiently
  • Protect your retirement while supporting your loved ones' education

At Wealth Wisdom Financial, we're more than advisors – we're your financial allies. Let us help you simplify your financial journey, so you can learn how to live a full life now and tomorrow.