Wise Choices Financial

Wise Choices Financial Wise Choices Today Means No Regrets Tomorrow. Shielding Your Most Valuable Assets and Resources. Our firm is not affiliated with or endorsed by the U.S.

A financial solutions agency and full service insurance brokerage serving 17 states across the country. It's not just about how you grow your money but how and when you spend it. If your goal is to be one of the 5% of Americans who can retire at the same or similar pre-retirement lifestyle level, it will take more than “ordinary” planning. Putting one great idea into action today could change the

entire landscape of your retirement. Request a complimentary consultation to learn how we can help you. Wise Choices Financial, LLC is an independent financial services firm that utilizes a variety of investment and insurance products. Investment advisory services offered only by duly registered individuals through Brookstone Wealth Advisors. Brookstone Wealth Advisors and Wise Choices Financial, LLC are not affiliated companies. Any and all other services related to The Debt Free Destination Plan™ and The Medicare Whisperer™ are an outside business activity and are not offered through or supervised by Brookstone Wealth Advisors. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Government or any governmental agency. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Information and opinions contained herein that has been obtained from third party sources is believed to be reliable however accuracy and completeness cannot be guaranteed. This content is provided for informational purposes only and is not intended to serve as the basis for financial decisions.

Be sure to attend the July Senior Symposium. Our featured speaker is nationally known but local neighbor Mr. Burton Kels...
06/16/2026

Be sure to attend the July Senior Symposium. Our featured speaker is nationally known but local neighbor Mr. Burton Kelso of Integral Computer Solutions. Space is limited so sign up now, and BRING A FRIEND or two. See you there!

May you have a peaceful Memorial Day. Remember those who have gone before us and cherish those who remain. And be sure t...
05/22/2026

May you have a peaceful Memorial Day. Remember those who have gone before us and cherish those who remain. And be sure to use sunscreen.

"Tell a buddy, bring a friend, but don't you DARE miss it". The May Senior Symposium. Learn how to organize your financi...
04/30/2026

"Tell a buddy, bring a friend, but don't you DARE miss it". The May Senior Symposium. Learn how to organize your financial life. We're drawing for two door prizes.

I thought I'd add a French twist to the Irish festivities. Feeling a bit Monet today.
03/17/2026

I thought I'd add a French twist to the Irish festivities. Feeling a bit Monet today.

Because of your referrals we get to keep our marketing costs very low. This gives us the ability to support causes in ou...
03/16/2026

Because of your referrals we get to keep our marketing costs very low. This gives us the ability to support causes in our community. Our team at The Medicare Whisperer (R) is honored to make a small donation to Faithworks Christian Academy. Thank you Cindy Stokes and the team ar The Law Office of Aaron Love for your referrals.

Free educational event.
02/23/2026

Free educational event.

02/14/2026

Our office will be closed Monday, February 16th for the President's Day observance. We will reopen on Tuesday, February 17th at 9:00 AM.

Our office will be closed on Monday, January 19, 2026 for Martin Luther King Day.
01/16/2026

Our office will be closed on Monday, January 19, 2026 for Martin Luther King Day.

Our office will be closed January 1st & 2nd so our team may spend some extended holiday time with their families. Happy ...
12/31/2025

Our office will be closed January 1st & 2nd so our team may spend some extended holiday time with their families. Happy 2026 to all!

12/25/2025

We will be closed until Monday, December 29, 2025. Thank you for your continued loyalty, your referrals and your business. From the entire Wise Choices Financial LLC(Tam) and The Medicare Whisperer(R) family we our wish for you and yours is a pleasant, peaceful, and meaningful Christmas holiday.

Address

3620 Arrowhead Avenue Suite B
Independence, MO
64057

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 3pm

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