MoneyWise Planning Group LLC

MoneyWise Planning Group LLC is a Financial Planner in Greenfield, WI, located at 7111 W Edgerton Ave #302. The firm provides retirement income planning, insurance planning, tax planning, estate planning, asset management planning, and college funding services. Led by Independent Wealth Advisor Joe Roubik and supported by Independent Wealth Advisor Anna Gorman, the team offers strategies tailored to client needs and goals. Administrative Assistant Diana Nuñez and Client Service Specialist Juli Drews assist with operations. The business operates Monday through Friday from 8:30 AM to 5:00 PM, with weekend appointments available by request. It holds a rating of 3.40 based on customer reviews.

The firm outlines a six-step process for conducting thorough financial check-ups and emphasizes aligning ideal retirement scenarios with reality. Their approach is built on thoughtful client relationships and protecting families. Core values include relationship, integrity, service, understanding, and education, with a mission to improve clients and the community through caring relationships and excellence in knowledge. They offer specific insurance products such as term life, universal life, indexed universal life, variable universal life, single premium life, second-to-die life, short and long-term disability, and long-term care. Estate planning services involve working with CPAs and attorneys to establish protection plans, ensure efficient asset distribution, and handle funeral trusts.

Tax planning includes efficiency evaluation, tax-efficient investing platform management, and employee education workshops. Asset management covers goal-based investing for retirement, estate, and college needs, company plan rollovers and consolidations, 401(k) and employee plans, business exit planning, and cash flow management. College funding options include 529 Plans, Coverdell ESAs, and Education Bonds. Employee benefits services encompass 401(k) Plans, 401(k) Rollovers, ROTH 401(k) Plans, SIMPLE IRA plans, SEP IRA plans, Profit Sharing Plans, and Deferred Compensation Plans. The team also provides resources on retirement, Social Security, and estate strategies, including a tax reform ebook.

MoneyWise Planning Group LLC combines specialized financial planning services with a client-first approach in Greenfield, helping residents navigate complex financial decisions with integrity and expertise.

MoneyWise Planning Group LLC is situated on W Edgerton Ave in Greenfield, about a quarter mile from Edgerton Acres and Aurora Health Center, and roughly three tenths of a mile from Southridge Mall.

BizScoreAI gives the business a Discoverability score of 75 out of 100, which ensures AI crawlers can access every page so assistants can recommend the firm. The Technical score is 74 out of 100, confirming the website is secure and indexable for search engines without errors. The business ranks number 3 of 5 Financial Planner businesses that BizScoreAI has scored in Greenfield.