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Unlock the Power of a Stretch IRA
The stretch IRA can be a powerful way to transfer your wealth to your heirs by means of an Inherited IRA, thus offering an opportunity to continue tax-deferred growth of your assets over several generations.
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Getting your Investment Portfolio Back on the Right Track
As individuals watch their portfolio value fluctuate along with the markets, many have also witnessed a drop in their confidence as an investor, a drop caused by both severity of the declines and a lack of guidance and direction regarding how best to get
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Where Do You Fall on the Investment Wealth Cycle?
Building and managing wealth - the universal goal of all investors. Wherever you fall on the investor wealth cycle - just getting started, finding your stride midlife, or slowing down and starting to spend - you have one overriding need. An investment str
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Moneywise Wealth Management is a premier financial services firm in Central California, not only because of our ability to help our clients meet their individual financial goals, but as a result of who we are and what we believe: the core values and ethics that guide our organization.

Our values supply the compass by which we stay focused: providing broad, sound financial advice to our clients. Our values brought our company to where it is today, and will guide us tomorrow.

In working with clients to create individual financial plans, services may include...

  • Retirement & Financial Planning
  • 401(k) and Pension Rollovers
  • Education and Goal Funding
  • Investment Advisory Services
  • Asset Allocation
  • Annuity and Insurance Services

If you would like Moneywise to help you get on track (or stay on track) to meeting your financial life goals, you may call our office at 661-847-1000 for a no-cost, no-obligation consultation. 

Let Moneywise give you the answers you need.

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Securities offered through: SCF Securities, Inc. Member FINRA/SIPC
Advisory Services offered through: SCF Investment Advisors, Inc.
An SEC Registered Investment Advisor
Corporate Office: 155 E. Shaw Ave. Suite 102 Fresno, CA. 93710
www.scfsecurities.com  800.955.2517
SCF Securities, Inc. and Moneywise Wealth Management are not affiliated.
Kris Pelster (CA Insurance License #OF20931), Sherod Waite (CA Insurance License #0C67086)
Registered Representatives of SCF Securities, Inc.
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