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TAP 220. The NEW Financial Advisor has arrived! An interview with Dan Thompson
Manage episode 393412488 series 2868802
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Here's a fresh approach to getting your financial house in order.
Meet Dan Thompson, president at Wide Money Tools, Idaho USA.
Dan Thompson
Wise Money Tools, President
Office: 208.939.5910
Website: www.wisemoneytools.com
YouTube: https://www.youtube.com/@wisemoneytools
What does Dan do?
Wise Money Tools is a financial services company dedicated to helping clients grow and preserve their wealth, whether in their working years or close to retirement. Our mission is to provide clients with personalized investment strategies that work at different risk levels to help them achieve their financial goals.
At Wise Money Tools, we understand that everyone’s financial situation is unique. That’s why we take the time to get to know our clients and their individual needs.
Our non-traditional approaches focus on growth, safety, tax-advantages, and cash flow. We believe that financial planning is not just about growing wealth, but also about preserving it for future generations
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