Save, Protect & Grow Your Money.
My Wise Finances offers FREE financial planning. We help provide personalized plans so you can achieve your money goals.
What is a Financial Plan?
A financial plan gives you a road map of how you’re going to use your money to achieve your goals.
A financial plan can help you:
SAVE MONEY
To meet your short and long-term money goals.
PROTECT MONEY
To ensure the financial security and leave a legacy for your family.
GROW MONEY
To build a retirement fund or prepare for big life events.
What is covered in Financial Planning?
INCOME PROTECTION
Do you want to secure the financial future of your family through life insurance? Learn why you need to protect yourself.
RETIREMENT
Learn how you can plan for retirement, build a fund for your worry-free golden years. You can learn the many investment options.
EDUCATION
Plan for the bright future of your child. Learn how you can plan for their education so you can send him/her to college.
CRITICAL ILLNESS
Plan for your safety net in case of critical illness. Discover how much to save for critical illness coverage and hospitalization benefits.
INVESTMENT
Do you want to grow your money or diversify your portfolio? Learn how to invest to achieve your financial goals.
ESTATE PLANNING
Do you want to keep your estate intact for your loved ones? Learn how you can use life insurance as estate tax shield.
A financial advisor can help you create a plan that's right for you!
We’ll conduct financial needs analysis. We’ll offer solutions such as life insurance, investment or VUL based on your needs and goals.
What is VUL?
"My Name is Faye Rocero, I'm a Licensed Financial Advisor at your service!"
Request a FREE PROPOSAL
PROVIDE YOUR INFORMATION
All information you provide will be kept completely confidential and used only for the purpose of creating a personalized proposal.