About Us
MoneyWise Financial Group
At MoneyWise Financial Group, we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the critical areas of retirement planning, including:
Retirement Income Planning
Social Security Maximization Planning
Investment & Risk Management Strategies
Estate Planning & Legacy Planning
As fiduciaries, we see it as our responsibility to help our clients make the strongest financial decisions for themselves and their loved ones. At MoneyWise Financial Group, we work hard to bring our clients financial solutions that are designed to protect, preserve, and grow our client's assets throughout their retirement.
Patrick Kaiser
CLU, ChFC
Pat was born and raised on the south side of Chicago and graduated from St. Rita High School. He is an alumnus of DePaul University, where he majored in Finance. He also went on to earn both the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from The American College of Financial Services in King of Prussia, Pennsylvania.
He currently holds a Series 65 Investment Advisor Representative License, acting as a full-service fiduciary as well as a fully-licensed insurance producer (including life, health, property and casualty) with the State of Illinois. Pat has been in the investment and insurance business for more than 30 years.
He currently holds a Series 65 Investment Advisor Representative License, acting as a full-service fiduciary as well as a fully-licensed insurance producer (including life, health, property and casualty) with the State of Illinois. Pat has been in the investment and insurance business for more than 30 years.
He is currently an Investment Advisor Representative with IAMS Wealth Managment, LLC, an SEC-registered Investment Advisor, and is the owner of the MoneyWise Financial Group in Orland Park, Illinois.
Pat's main focus these days is on helping adults ages 50 and up financially navigate their way up to and through their retirement years. He believes that everyone should have a customized Financial BluePrint in place to make sure they never run out of money before they run out of retirement.
Pat's main focus these days is on helping adults ages 50 and up financially navigate their way up to and through their retirement years. He believes that everyone should have a customized Financial BluePrint in place to make sure they never run out of money before they run out of retirement.
There are six customized pieces in the Financial BluePrint:
1. Retirement Income Plan
2. Investment Plan
3. Income Tax Plan
4. Estate Plan
5. Health Care Plan
6. Asset Protection Plan
2. Investment Plan
3. Income Tax Plan
4. Estate Plan
5. Health Care Plan
6. Asset Protection Plan
Pat always reminds his clients that they have only one chance to get their retirement right – there aren't any do-overs, so create a BluePrint and make sure to follow it to its completion.
Call us today to see how we can help!
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