MY ACCOUNT BECOME A CLIENT SERVICES WISER CONNECTION THE WISER TEAM CONTACT Estate Protecting Your Dreams, Providing Perspective for Your Future One of the greatest gifts you could give to your family is providing precise details for handling your estate and/or your business if the time comes when you’re no longer able. Estate planning can help alleviate burdens, stress, confusion and misunderstandings of how you wish your assets to be managed, distributed or preserved. Family dynamics can further complicate an already complex matter. It’s easy to see why it’s Wiser to start your estate planning sooner rather than later. Our Wiser Financial Group experts will work closely with you and your outside legal counsel to break down this process, from writing a will, to designating an executor, to reducing the liability of estate taxes, as well as other considerations that may be unique to your family. To learn how the professionals at The Wiser Financial Group can help you with your estate planning, please call us at (800) 292-1472, (269) 372-1430 or complete the online contact form. Meet Your Estate Advisors Robert S. Amberg Partner, Financial Advisor Bryan Campbell Partner, Financial Advisor, CPA Robert Campbell Partner, Financial Advisor, CPA, CFP® Wesley Lentz Managing Partner, Financial Advisor, CFP®, J.D. Clinton VanLinder Partner, Financial Advisor, CPA, CFP® Retirement Education Estate Investment Insurance Employer Meet the Wiser Advisors Everyone who comes through our doors has their own financial story. We’ll take the time to find a Wiser Advisor for you who has the right expertise to respond to your unique needs. GET TO KNOW US MY ACCOUNT PRIVACY LEGAL DISCLAIMER © The Wiser Financial Group 6100 Stadium Drive, Kalamazoo MI 49009 269.372.1430 | 800.292.1472 Site Made in Michigan by NK Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Neither Kestra IS nor Kestra AS are affiliated with The Wiser Financial Group nor any other entity referenced herein. Neither Kestra IS nor its affiliates provide legal or tax advice and are not Certified Public Accounting firms. Investor Disclosures https://www.kestrafinancial.com/disclosures This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 737-443-2582. The above links are provided for your information only. As they are provided by third parties, Kestra Investment Services, LLC does not endorse, nor accept any responsibility for the content. Kestra IS does not independently verify this information, nor do we guarantee its accuracy or completeness.