Retirement Planning & Wealth Management

Clarify Your Goals - Develop a Plan - Retire With Confidence

 
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Considering Retirement?

 

Do you wonder when you'll be able to retire?
Do you wonder if you're saving enough?
Are Social Security benefits confusing to you?
Are you concerned about market volatility?
Do you want reliable retirement income?
Do retirement decisions make your brain hurt?

Gain clarity and retire with confidence

 
 
 
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W.I.S.E. Planning Process

 
 
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W's - Who, What, When, Where, Why

Your vision and values drive the conversation

Ideas and Brainstorming

You're presented with fresh ideas and approaches to reach your goals

Strategy

Based on your feedback, we help you formulate your custom retirement strategy

Execute and Evaluate

Your strategy is implemented and monitored by our team of professionals

 

See how the WISE Planning Process has helped people like you enjoy a successful transition into retirement.

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Ben Malick, CFA®, CKA®

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As a Financial Advisor at Wise Wealth, Ben provides objective retirement planning and wealth management advice. He works with individuals, families, and business owners in the Kansas City Metro area and around the United States.

Ben is proud to be partnered with Dave Ramsey, Inc as a SmartVestor Pro. He has the heart of a teacher and deeply enjoys being a trusted advisor to his clients, helping them envision and plan for a successful, meaningful retirement.

Ben earned his undergraduate degree in Financial Management and has been helping families and individuals for over a decade. Ben later went on to complete his MBA from the University of Kansas.

What's more, Ben is a Certified Kingdom Advisor (CKA®) and holds the Chartered Financial Analyst (CFA®) designation, the most respected and recognized investment management designation in the world. 

Ben is a thought leader in a values-based investing movement known as Biblically Responsible Investing (BRI). His expertise has been featured in Forbes, MarketWatch, Yahoo! Finance, Credit Karma, and Investor’s Business Daily. He enjoys educating others on this important, yet overlooked area of biblical stewardship.

Ben resides in Grain Valley, MO with his wife Shelby, and they have three children together. He loves spending time with family and friends, serving in the local church, reading, and anything competitive.

 
 
 

Get Started Today

Step 1

Schedule a quick Intro Call to see if we're a fit

Step 2

Engage in the Wise Wealth Planning Process

Step 3

Gain clarity and retire with confidence

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