Explore our tailored services designed to secure your financial future with confidentiality.
Personalized Financial Planning
We offer a range of life insurance products as well as annuities and mortgage protection. We have products for everyone. The one thing that is sure in life is that we all will leave the earthly place, and it is good to have a plan in place so that your family is secure and can put you to rest at ease, and here at Kaye Wise that is what we offer peace of mind for all financial situations.
Our Personalized Financial Planning service focuses on understanding your unique financial goals and challenges. We provide tailored strategies that align with your lifestyle, ensuring that your financial plan is as unique as you are. From budgeting to estate planning, we address every aspect of your financial life. Our commitment to confidentiality means every detail remains secure, giving you peace of mind as we help you navigate financial complexities.
- Tailored strategies
- Comprehensive coverage
- Absolute confidentiality
Tax Preparation
Our tax preparation strategies are designed to help you achieve a maximum refund. We analyze your documents, your personal tax situation, gather all tax information to maximize all deductions to either get you a maximum refund or lowest out of pocket cost as possible. Our rates are very reasonable beginning at $400 for simple returns. We will provide careful planning and diversified options; we gather the information and provide it to our clients via social media and SMS messages if you're subscribed. Our focus on confidentiality ensures your information is protected while we work together.
Notary Services
Kaye Wise offers a wide range of notary services.
A state issued identification is necessary for all notarizations.
- Loan documents
- Document authentication
- Document preparation
- Wedding officiant
- Mobile Notary Services
- Remote Notary Services
“Kaye Wise provided exceptional service and guidance, helping me feel confident about my financial decisions. Their confidentiality is unmatched.”
-Elizabeth