Wisdom Planning Group

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Financial Wisdom – From Education to Action

Decades of Experience in
Personal Financial Planning
Welcome to Wisdom Planning Group
At Wisdom Planning Group, we believe in empowering our clients with the knowledge and confidence to turn their financial aspirations into concrete strategies for a secure future. As a registered investment advisor (RIA), we specialize in offering comprehensive investment management and basic financial planning services.
Our holistic approach begins with establishing a robust financial planning framework, ensuring that our clients’ investments are managed effectively and aligned with their goals.
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How We Help
Financial Planning
Our mission is to assist you in setting clear financial goals, crafting a personalized plan, and making informed decisions to achieve those goals. Whether you’re planning for retirement, saving for education, or building wealth, our team is dedicated to helping you navigate your financial journey with clarity and confidence.
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Investing
We understand that every individual has unique financial needs and preferences. That’s why we take the time to explore investment options that align with your goals, risk tolerance, and time horizon. From asset allocation to portfolio management, we work with you to develop a tailored investment strategy aimed at maximizing returns while managing risk.
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Contact us
John Jones, CFP®
John Jones, CFP®
Larry Foster
Larry Foster
Amilka Delgado, CFP®
Amilka Delgado, CFP®
At Wisdom Planning Group, we are more than just financial advisors
We are partners in your financial success. Contact us today to discover how our comprehensive educational approach and personalized guidance can help you build a brighter financial future.

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