ABOUT FINANCIAL WISDOM

FINANCIAL WISDOM provides long-term planning and close support to former defense professionals and other related investors. Our company specializes in simulating retirement options, planning the next career stage and maximizing the retirement package’s potential. Our vision is client based, and therefore each client’s portfolio is custom tailored to the retiree, taking into account all available financial products and the unique decisions that must be made at retirement. FINANCIAL WISDOM works with most insurance companies and brokerages in Israel.

FINANCIAL WISDOM MODEL

Holistic Vision

FINANCIAL WISDOM attentively examines each client’s liabilities and investments, holistically accounting for the entire family unit.

Diversification

FINANCIAL WISDOM attentively examines each client’s liabilities and investments, holistically accounting for the entire family unit.

Close Support

FINANCIAL WISDOM attentively examines each client’s liabilities and investments, holistically accounting for the entire family unit.

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YEARS OF EXPERIENCE Profound personal knowledge of the retirement process and the challenges of second careers
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CONFERENCES
designed events directed at defense retirees and those about to retire
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SATISFIED CUSTOMERS Complete, personal and continuous close support in every decision taken

INVESTMENT IN TECHNOLOGY