Chairman Emeritus, Founder of The Wiser Financial Group, Financial Advisor, CFP®, CLU®, ChFC®
- Retirement Planning
- Estate Planning
For more than 55 years, I have been a leader in the field of retirement planning, investment guidance, and tax reduction. I founded Ronald B. Wiser & Associates in 1960 and, today, we are recognized as one of southwest Michigan's oldest and largest financial planning organizations.
I work closely with my clients to develop a customized program that meets each Individual’s objectives on both a personal and professional level. I make it a priority to assist families in achieving their long-term goals and protect their future should an unexpected event occur.
Outside of the office, I dedicate my time to serving on several Boards, including: Kalamazoo Symphony Orchestra, Comm-PAC, National Association of Insurance and Financial Advisors (NAIFA), and Old Harbor Inn. I am also a member of Southwest Michigan First. On a regular basis I track financial trends such as the Wall Street Journal, Barron's, Investor’s Business Daily, Kiplinger Tax Service, Investment News, and Forbes.