A WISE APPROACH TO
FINANCIAL PLANNING

OUR VISION IS TO BE RECOGNIZED AS A THOUGHT LEADER, INNOVATOR, AND DISRUPTOR WITHIN THE TEXAS FINANCIAL COMMUNITY.

Our mission is to make financial planning effortless, fun, and gratifying, which is what we call “FUNANCE”. As a holistic, independent, transparent, fiduciary firm, your goals are our only mission. Every plan is custom designed using the best portfolios and algorithms to give you the best outcome possible.

Our clients always come first.

YOUR PATH TO FINANCIAL FREEDOM STARTS HERE.

Our family motto is to be “Healthy, Wealthy and Wise.” This is what we want for you.

Healthy

– a positive mindset about money and a portfolio that makes you feel empowered and supports your financial freedom. We’ll ease and remove your worries, so you can focus on what makes you happy.

Wealthy

– through the elimination of debt and smart investments to increase your assets  and secure your future.

Wise

– with the guidance of our experienced financial planners who will only use trusted, disciplined, time-honored strategies.

A HOLISTIC PROCESS TO GROW AND PROTECT YOUR FINANCES

Income Source

Income Source

  • Defined Benefit Plan
  • TRS
  • Pensions
  • Inheritance
  • Social Security

Retirement

Retirement

  • IRA
  • Roth
  • 401(k)
  • ORP/403(b)

Small Businesses

Small Businesses

  • Retirement Plans
  • Buy-Sell Funding
  • Key Person Planning
  • Business Succession Planning

Debt/ House

Debt/ House

  • Credit Cards
  • Student Loans
  • Mortgage Loans

Personal Investments

Personal Investments

  • After Tax Accounts
  • College Planning
  • Emergency Fund

Risk Management

Risk Management

  • Life Insurance
  • Long Term Care
  • HSA
  • Long/Short Term Disability

Property & Casualty Insurance

Property & Casualty Insurance

Utilizing an outside P&C agent

  • Flood
  • House
  • Vehicle
  • Art
  • Jewelry
  • Umbrella

Tax Strategies

Tax Strategies

Utilizing an outside Qualified CPA

Tax Implications on
Financial Decisions

Legal Strategies

Legal Strategies

Utilizing an
outside Estate Planning Attorney

Wills

Trust Power of Attorney

VIEW OUR PRICING MODEL

We’re here to guide you

Chris Wise

CFP®
Principal

Bruce D. Wise

CFP®, CPFA, TGPC
Retirement Specialist

Danielle Shelton

Operations Service Specialist

Miriam O. Angel

Client Relations Specialist

Chris Sewell

CPA
Strategic Analyst

Carolyn Wise

Community Relations Manager

Next Steps

Take the Wise approach and schedule a 15-minute discovery call with our team. There’s no obligation or cost, just the opportunity to introduce ourselves and find out if we can be of service.

LOCATION
1801 Kingwood Drive, Suite 160
Kingwood, Texas 77339

PHONE
281 360 WISE (9473)

FAX
281 852 WISE (9473)