wisdom financial services

In more than two decades of service, President & Founder, Rocco Kryns of Wisdom Financial is proud to say that he’s never lost a dollar for his clients due to market volatility. His customized Retirement Income Plans satisfy specific needs for each of his clients. That’s partly why Wisdom Financial has maintained an “A” rating by the Better Business Bureau for the last 10 years.

maximizing social security 

Social Security may not help people as much as it did at the program’s inception, but that’s no reason to accept any less than the maximum benefits you are owed. Many Florida residents have come to rely on Rocco Kryns of Wisdom Financial in Fort Lauderdale to help them determine the right way and time to file, ensuring they are maximizing their benefits.

tax-free retirement

In retirement, lowering your tax rate can be a major complement to structuring your income plan. Wisdom Financial specializes in reviewing financial portfolios to discover how local, state and federal tax codes can be mitigated to best serve their clients’ interests. Rocco Kryns owns the expertise to spot whatever deferments, donations, or account restructurings are needed in a portfolio.

 

 

Efficient Tax Planning

Whether you’re retired or not, you should have a plan for your taxes. Wisdom Financial has been helping both young and old Florida residents plan taxes in ways that benefit their investments and portfolio assets. Rocco Kryns at Wisdom Financial owns experience in detecting tax breaks. For example, you might discover you meet requirements to defer capital gains that you were not aware of before.

the wisdom financial difference

Helping people to retire is a passion for Rocco Kryns. He regularly presents seminars and attends conferences to remain current on the latest tools available for retirees, has hosted retirement radio and TV shows, and is the author of the book “Risk Free Retirement.” Each client he helps achieve retirement, he says, gives him great personal satisfaction.

a boutique firm

At Wisdom Financial, it’s never about how much money you put init’s more a matter of how much you get out without ever running out of money.

Our Focus

“It’s not just my work, it’s my passion to help people create a life plan to achieve financial peace of mind,” said Rocco. “We want to create breakthrough results for people so they can enjoy an abundant future.

DECADES OF EXPERIENCE

As an independent advisor for over 20 years, Rocco has met with over 5,000 people,and prides himself in having never lost a dollar for them due to market volatility.

Email

Rocco@NeedWisdom.com

PHONE

(954) 446-8981

ADDRESS

2546 N Federal Hwy

Fort Lauderdale FL 33305

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