At MoneyWise Planning Group, investment strategies and solutions involve more than just thinking about yourself. Our business is built on a foundation of thoughtful client relationships and protecting you and your family. That is why we want to meet with you face-to-face to talk about being MONEYWISE for the future.
A number of questions and concerns need to be addressed to help you better prepare for retirement living. There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
A number of questions and concerns need to be addressed to help you better prepare for retirement living. There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.
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Every day I feel blessed knowing I am helping someone reach their financial goals and dreams. Understanding this leads me to do better. Giving our time, talent, and financial support to causes that make our world and community a better place is important to us. It's ingrained in our mission and embraced by MoneyWise Planning Group.
To significantly improve our clients, community, and ourselves by constantly striving to achieve beyond caring relationships, excellence in knowledge and education, and service beyond expectations. To significantly improve our clients, community, and ourselves through becoming the most trusted for our vision, education, and service.
Planning for your financial future should not be a rushed decision or an afterthought. It takes time to plan, prepare and accomplish all your financial goals. We have developed a planning process to assist you in doing just that. We want to help you accomplish your goals and realize your dreams. Your financial situation is unique to you, but the planning process has many similarities.
Joseph Roubik, began his financial advisory career in 1995. Founder of MoneyWise Planning Group LLC as an Independent Wealth Advisor in 2003, he currently practices through Woodbury Financial Services, Inc. In 2016, he joined Focused Tax Solutions to add tax prep and tax planning. He has extensive experience and training in retirement income, tax and estate preservation planning.
Catastrophic financial loss to your loved ones and your business due to death, critical ilness or disability is not a fun topic to discuss. If your family relies on your income, it's critical to know what their needs would be in the event of your death. This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Reviews (3)
Kevin Lee
Jan 12, 2022
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Jill Anderson
Jan 23, 2020
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I would never invest with Joe Roubik. He picks investments that make him the most money without considering you. I had a relative that invested all of her money with Joe Roubik. When she passed away over 15 years ago, I inherited several of her investments. Joe Roubik had picked these real estate G reit accounts that you’re unable to sell once you purchase. Instead, you must wait until the properties sell and receive payment that way. When I inquired if I could just give my interest away, I was told that wasn’t an option. Every year I have to account for these subpar investments on my tax return
Sarah Gruber
Dec 31, 2019
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