Your Passport to Prosperity
At Money Wise Retirement Planning, we’re experienced in helping professionals, executives, families – including multiple generations – and business owners with higher net worth assess their options.
We can recommend advanced strategies designed to address your financial, legacy and tax-efficiency goals.
Discover how we elevate your financial journey into and throughout retirement with our “Passport to Prosperity” approach.
Who And How We Help
“High net worth” is typically defined as someone who owns liquid assets of $3 million and has any of the following concerns:
If any of these apply to you and you’re ready to collaborate with a financial professional who values relationships, let’s talk!
You’ve worked hard to get to this place in life.
Isn’t it time to meet with a team that will work just as hard to help you live the retirement you’ve always imagined?
A Team Approach
Schedule Your Complimentary Visit Today!
At Money Wise Retirement Planning, we understand the unique needs of high-net-worth individuals. Our mission is to provide exceptional and personalized guidance and sophisticated planning advice.
Led by Cristina Acosta, a Certified Financial Planner®, our team provides the highest level of expertise and personalized service. With the help of our strategic partners, we work together to empower you to make decisions that will assist you in achieving your financial goals and help secure your legacy for generations to come.
Want to learn more?
Get a copy of our guide, “The Sale of Highly Appreciated Assets”.
