Financial planner Penney Wise Wealth Advisors, Inc 10900 Hefner Pointe Dr #302, Oklahoma City, OK 73120

Our Services

At Penney Wise Wealth Advisors, we offer a range of financial planning services, including:

• Retirement Planning
• Investment Management
• Tax Planning
• Estate Planning
• Financial Coaching

We tailor our approach to meet your unique financial needs and goals, ensuring that you have a clear roadmap for your financial future.

What to Expect at Your Consultation

During your initial consultation, we will discuss your financial goals, review your current financial situation, and outline how we can assist you. Please bring any relevant financial documents, such as income statements, tax returns, and investment account statements to help us better understand your needs.

Frequently Asked Questions

• What services do you offer? We offer a variety of financial planning services including retirement and investment planning, tax and estate planning, and financial coaching.
• How can I schedule a consultation? You can call us at (405) 418-7629 to schedule an appointment or visit our website for more information.
• What should I bring to my first meeting? Please bring documents like income statements, tax returns, and any existing investment account details.
• Do you charge for initial consultations? Our initial consultations may be complimentary, but please confirm when you contact us.
• How do you tailor your services to individual clients? We take the time to understand each client's unique financial situation and goals, allowing us to create personalized strategies.
• What is your approach to investment management? We adopt a diversified investment strategy tailored to your risk tolerance and financial objectives.
• How often will we meet to review my financial plan? We typically recommend regular reviews at least once a year, but we can adjust this based on your needs.
• Can you help with tax planning? Yes, we provide tax planning services to help you minimize your tax liability and maximize your savings.