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Simplify Your Retirement
When it comes to your retirement portfolio, it's easier to manage your assets when they're all in one place. But with people changing jobs more often than in the past, assets end up scattered among various accounts.
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Strategies to Break the Emotional Cycle of Investing?
Do you feel like you're caught in an emotional spin cycle, tossed this way and that by the gyrations of the market and not sure what to do? Don't feel alone. What lessons have we learned from the correction and what should you do now?
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Invest Rationally, Not Emotionally
Level the playing field through a disciplined, systematic approach. By sticking to their plans, especially during rough times, institutional investors have a distinct advantage over individual investors. So how could you take advantage of market volatilit
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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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