moneywise planning group Joe Roubik Greenfield financial Planner

Your Future

At MoneyWise Planning Group, investment strategies and solutions involve more than just thinking about yourself.

Our business is built on a foundation of thoughtful client relationships and protecting you and your family. That is why we want to meet with you face-to-face to talk about being MONEYWISE for the future.

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Financial Planning Services

We create strategies that are tailored to your needs and goals.

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Tax Planning Services

Years of experience have prepared us to guide you through your life transitions.

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Insurance Planning

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Events

Want to learn more about retirement, social security, or estate strategies? We have a wealth of resources.

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Our business is built on a foundation of thoughtful client relationships.

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Joseph Roubik

Independent Wealth Advisor

joe.roubik@moneywiseplanning.com

Michael Patterson

Independent Wealth Advisor

mike.patterson@moneywiseplanning.com

Anna Gorman

Independent Wealth Advisor

annagorman@agfmke.com

Beth Hahn

Registered Assistant

beth.hahn@moneywiseplanning.com

Diana Nuñez

Administrative Assistant

diana.nunez@moneywiseplanning.com

Juli Drews

Client Service Specialist

julidrews@agfmke.com

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There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.

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