R.B. Wiser & Associates Financial Planning
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The Wiser Way to Plan Your Retirement

It's never too early, or too late, to begin planning your retirement. Financial independence and long-term security is our goal for each of our clients. We will work with you to achieve the retirement you have earned.

Many people today are retiring earlier and living longer. In fact, you could spend more than a quarter of your life in retirement. Knowing how much you'll need in retirement to maintain your standard of living, can help you decide how much to save.

R.B. Wiser & Associates is ready to help you plan for the best time of your life. Our experienced team of certified financial professionals and advisors can help you select the right investment strategy to secure your financial future. If you are already retired, we can help you make the most of your retirement years.

Some of the investment options we provide include:

  • 401(k) Plans
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Mutual Funds
  • Stocks
  • Annuities
  • Government Securities
  • Bonds
  • Profit Sharing Plans
  • 403 (b) Plans

To learn how R.B. Wiser & Associates can help you plan for a financially-secure retirement, please call us at (800) 292-1472, (269) 372-1430 or complete the online contact form.


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Licensing
Individuals with R.B. Wiser & Associates are licensed in the following states. View our legal notice for additional information.

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R.B. Wiser & Associates   ::   6100 Stadium Drive   ::   Kalamazoo MI 49009   ::   (800) 292-1472   ::   (269) 372-1430
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*Individuals with R.B. Wiser & Associates are Registered Representatives and Investment Advisor Representatives with and Securities and Investment Advisory Services offered through InterSecurities, Inc. (ISI), member FINRA, SIPC and Registered Investment Advisor. Non-securities products and services are not offered through ISI. Neither ISI nor its representatives provide legal, tax or accounting advice. Persons who provide such advice do so in capacity other than as a registered representative of ISI. LD22840-09/07