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.
designed events directed at defense retirees and those about to retire
INVESTMENT IN TECHNOLOGY