The Wise Equity Planning Team

When it comes to the safety of your money, it is hard to know who to trust. Too many of us, unfortunately, were fooled by Bernie Madoff, who made off with many people's money. And even honest, reliable financial advisors often aren't as careful as we'd like. Some, such as many who invest in mutual funds, are aware of only the last few years, and lack the sense of history that is necessary to make sure that your money is safe under all circumstances. Others focus on the money, and come up with one-size-fits-all solutions.

At Wise Equity Planning, we care about your life, and know that your money is the means, and the life you want is the goal. We seek to understand and to educate. We earn your trust, each day, again and again.

We empower our customers through education, and through services that keep your money safe and growing.

And the financial tools we offer earn our trust, as well. We work with tools that guarantee no loss of principle, solutions that were safer than banks, even in the Great Depression.

Now, meet our team:

Marshall Wise, Your Money Coach

Marshall Wise has been learning to be your money coach for 28 years, and keeps learning more every day. From 1984 to 2003, he specialized in retirement plans for professors and teachers. In the last eight years, he was rated as one of the top ten retirement planners for educators in the country. He became a Certified Estate Planner (CEP) in 1998.

With the changing economy, Marshall researched the question: What ways of managing money are truly safe for our life savings, while also offering a high rate of return and tax advantages. Marshall has spent half his time for the last four years digging deeper into the financial, legal, and insurance issues that are crucial to his client's achieving a safe, wealthy retirement. He sorted through the myths to find the facts and the best solutions. This led him to Doug Andrews, author of the New York Times Bestseller Missed Fortune. Doug certified Marshall as a Missed Fortune Associate (MFA) and he became part of Doug Andrews T.E.A.M (Together, Everybody Achieves More).

In March 2009, Marshall's ongoing desire to give his clients the best financial opportunities led him to Leonard Renier and his Wealth and Wisdom program. Now, Marshall has a unique program offering the financial solution discovered by Leonard Renier, and the funding approach created by Doug Andrews. Marshall has a license to sell life and health insurance in Florida, California, and Pennsylvania. Through his network, he can serve clients in any state in the US.

Marshall cares more about people and excellence, than about money. His community involvement includes mentoring children at risk by participating in career planning days at local high schools, coaching youth and high school football, and being a guest speaker at local charities. For the last three years, Marshall has been an active member of the Achievers Club of Coral Springs, FL, a ToastMasters club, and has served in numerous officer positions. Before joining ToastMasters, he was Rotarian of the Year and past President in the Coral Springs Rotarian Club.

Marshall is a tennis and kayaking enthusiast and father of Andrew, a recent graduate of the University of Florida, Gainseville.

Sid Kemp, Inspire and Educate

As an personal and executive coach, I've helped many people with money issues. I constantly keep an eye out for great solutions. In the realm of financial planning, I haven't found many. I found one back in 1995. And, in 2008, I met Marshall Wise.

Marshall is different in two important ways. First of all, he understands that there is no one solution that fits everyone. A personal financial plan is like a fine suit - each piece must be carefully selected and customer tailored, and the money coach or financial planner must know the people he serves.

Secondly, Marshall does his homework. That means a lot, when homework requires an understanding of financial investment tools, markets, tax law, and insurance solutions. I encourage you to take advantage of Marshall's years of study, and get to know him for his caring heart.

I speak for Marshall because I really believes in the educational and financial solutions offered by Wise Equity Planning.

Also, sometimes, people have other issues about money - such as family communications around money issues, or managing expenses, or improving career income. This is where Marshall and I make a great team. He helps your money make money. I help you make money. To learn more, visit me at my website.