336-769-4644
todddavis@wiserwealthcare.com
Wiser Benefit Consultants Home
Wiser Benefit Consultants Home
  • Home
  • About Us 
    • Meet the Team
    • Our Firm
    • Our Mission
    • Our Services
  • Wiser Learning Center
  • Tools 
    • Financial Calculators
    • Useful Links
    • Glossary
    • Tax Resources
  • Contact

Surprises

Making the most of surprises is a great reason to work with us.

Have A Question About This Topic?

Thank you! Oops!

Related Content

Rightsizing for Retirement

Rightsizing for Retirement

What does your home really cost?

Pullbacks, Corrections, and Bear Markets

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.

Choosing a Business Structure

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Contact

Office: 336-769-4644

Fax: 336-769-9706

8606 North NC Highway 109

Winston- Salem, NC 27107

todddavis@wiserwealthcare.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • All Articles
  • All Videos
  • All Calculators
  • All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

WISER FAMILY OF COMPANIES

Investments & Brokerage

Wiser Benefit Consultants, Inc. (WBC) is an Independent Contractor offering securities through M.S. Howells & Co., www.mshowells.com, a registered broker/dealer.  Member FINRA/SIPC.  The entities are not related.

Branch Office:  8606 North NC Highway 109, Winston-Salem, NC 27107  (336) 769-4644

Investment Advisory

Wiser WealthCare, Inc. (WWC) is an Independent Contractor offering financial advisory coaching, asset management and planning services through Wealthcare Advisory Partners LLC, a registered investment adviser.  The entities are not related.

Branch Office:  8606 North NC Highway 109, Winston-Salem, NC 27107  (336) 769-4644

Insurance

Carolina Financial Professionals, LLC (CFP) offering Life Insurance, Medicare Supplement, Long-Term Care and Small Business insurance planning.

Branch Office:  8606 North NC Highway 109, Winston-Salem, NC 27107  (336) 769-4644

---------------------------------------------

"Advisory services offered through WealthCare Advisory Partners LLC, a registered investment adviser. Securities offered through M.S. Howells & Co., a registered broker/dealer. Member FINRA/SIPC. M.S. Howells & Co. and WealthCare do not provide tax or legal advice. Please consult with your tax or legal professional concerning your specific situation. Wiser WealthCare, Inc. and Wiser Benefit Consultants are marketing names used when offering advisory services and securities to clients and are affiliated entities. WealthCare Advisory Partners LLC, M.S. Howells & Co., Wiser WealthCare Inc., and Wiser Benefit Consultants are not affiliated entities.

Investing involves risk, including loss of principle. Past performance does not guarantee future results. Diversification does not ensure a profit or protect against a loss. There is no guarantee that any strategy will produce the desired results. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Content is developed from sources believed to be reliable. However, the accuracy and completeness of the information is not guaranteed."