You may be asking these questions...
When can I retire? Am I saving enough? When should I take Social Security benefits? When should my spouse take Social Security benefits? How do I take money out of my investments? Which account should I use first? What are the tax implications? What about market volatility? Will I outlive my assets? Should I take pension payments or a lump sum? What happens if I need long term care? What should I do about Medicare?...
We act as your guide to help you craft your personal retirement plan so you can answer your questions and gain financial peace about retirement.
Financial peace comes from having a plan.
Get started today.
Learn more about our retirement planning process and what you can expect.
Why Work With Wise Wealth?
We are not beholden to any product or company, so the advice you receive is always objective.
We work with people in or nearing retirement so our service is tailored to your needs.
Our team always acts in your best interests. We are on the same side of the table as you.
Our recommendations are always based on a plan that aligns with your goals.
About Wise Wealth
Wise Wealth, LLC is a full-service financial planning firm serving clients in the Kansas City metro area and around the country. We believe that financial planning is about a relationship and not a transaction. We believe in doing what's best for our clients while educating them on all of the options. We act as a fiduciary and operate under the golden rule: do unto others as you would have them do unto you.
Our primary office is located in the award-winning downtown area of Lee's Summit, MO.
To learn more, watch this video from founder and CEO, Stephen Stricklin.
About Your Advisor
Ben Malick, CFA®, CKA®
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 grew up in Blue Springs, MO and currently resides in Grain Valley, MO with his wife Shelby, and their three energetic children. He loves spending time with family and friends, serving in the local church, reading, and anything competitive.