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Reduce Your Taxes for Longer-Lasting Retirement Savings
How much money do you need from your retirement investments to cover your annual expenses? Whatever the amount, you will generally need to withdraw more than you spend in order to pay your taxes.
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The Impact of Inflation on Retirement Income
You may be surprised to learn that one of the biggest threats to your retirement assests is actually inflation. To help ensure that your retirement assests last you a lifetime, it is important to understand how inflation can erode the value of your hard-
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Standing Up to the Bear
Bear markets make investors nervous. And jittery investors are prone to jumping in and out of stocks and bonds a chancy tactic that can leave investors sitting on the sidelines just as markets rocket to recovery.
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Moneywise Wealth Management is a premier financial services firm in Central California, not only because of our ability to help our clients meet their individual financial goals, but as a result of who we are and what we believe: the core values and ethics that guide our organization.

Our values supply the compass by which we stay focused: providing broad, sound financial advice to our clients. Our values brought our company to where it is today, and will guide us tomorrow.

In working with clients to create individual financial plans, services may include...

  • Retirement & Financial Planning
  • 401(k) and Pension Rollovers
  • Education and Goal Funding
  • Investment Advisory Services
  • Asset Allocation
  • Annuity and Insurance Services

If you would like Moneywise to help you get on track (or stay on track) to meeting your financial life goals, you may call our office at 661-847-1000 for a no-cost, no-obligation consultation. 

Let Moneywise give you the answers you need.

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Securities offered through: SCF Securities, Inc. Member FINRA/SIPC
Advisory Services offered through: SCF Investment Advisors, Inc.
An SEC Registered Investment Advisor
Corporate Office: 155 E. Shaw Ave. Suite 102 Fresno, CA. 93710
www.scfsecurities.com  800.955.2517
Kris Pelster (CA Insurance License #OF20931), Sherod Waite (CA Insurance License #0C67086)
Registered Representatives of SCF Securities, Inc.
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