Mastering your financial Universe

What We do

We specialize in providing tailored solutions in Life Insurance, Retirement Planning, Estate Planning, Notary Services, and Generational Wealth Strategies. We are dedicated to simplifying even the most complex financial processes, offering personalized guidance that secures your future and empowers you to build a lasting legacy.

As a Boutique Family Office Firm, we pride ourselves on delivering highly personalized, comprehensive services that address the unique needs of individuals, families, and businesses.

01.

Life Insurance

• Term, Whole, Universal, and Indexed Universal Life Insurance (IUL)
• Life Settlements and Viatical Settlements
• Infinite Banking Method
• Reverse Banking Method
• Family and Business Protection

02.

Retirement Planning

• Individual Retirement Accounts (IRAs) and Qualified Plans (401(k), 403(B), 457(B), TSP
Rollovers
• Annuities (fixed, indexed) for Lifetime Income
• Tax-Advantaged Retirement and Investing Options
• Strategies to Minimize Tax Liability Now and in the Future
• Long-Term Care Planning

03.

Wealth Accumulation

• Tailored Solutions for Growing and Preserving Wealth
• Portfolio Diversification and Risk Management

04.

Debt Management and wealth creation

• Debt Settlement
• Financial GPS – Your Roadmap to Debt Freedom
• Convert Your Debt to Wealth

LEARN MORE FROM OUR SERVICES HERE!

Why Choose Us?

Integrity

Built on a foundation of transparency and trust, we are committed to acting in your best interest, providing ethical and honest solutions every step of the way.

Client Centered

Your goals are our priority. We work in your best interest—not the companies’—to deliver personalized strategies that secure your financial success.

Innovation

Through cutting-edge solutions, we simplify the financial process to serve clients anywhere in the world, ensuring a seamless and stress-free experience.

Security

Rooted in a legacy of serving and protecting, we ensure your financial future is safeguarded with unwavering dedication and care, giving you and your family peace of mind.

Testimonials

What Our Clients Say..

Working with Arnaldo and his team at Planwise Partners has been an incredible experience. They helped us design a comprehensive risk management plan and a retirement strategy that truly maximized our current investments. Their expertise and attention to detail gave us the peace of mind we were looking for, and we couldn't be happier with the results. If you're looking for someone you can trust with your financial future, Arnaldo is the person you need.

The Perez family

As a business owner, protecting my business is a top priority, but I wasn't sure where to start. Arnaldo guided me through creating a buy/sell agreement to safeguard my business with a solid succession plan. He even brought in an estate attorney to add a layer of protection through trusts. The entire process was smooth, and now I have the confidence that my business is prepared for any uncertainties. I highly recommend Arnaldo and Planwise Partners for their thorough and professional approach to protecting your assets.

Santiago S

As a single mother, I wanted to protect my income and leave a legacy for my children, but I didn't think I could afford the coverage I needed. Arnaldo and his team worked with me to find the best policy at a price I could manage. They even included living benefits in my life insurance, giving me added protection. I'm so grateful for their help, and I now feel secure knowing my children will be taken care of. I highly recommend Planwise Partners for anyone who needs affordable, comprehensive coverage.

Frederick