We offer Financial and Insurance services in Chino, CA and we are licensed and accredited by the State of California to provide both financial and insurance services.
What We Do
We would like to thank you for taking the time to visit and learn from us! Wealth and Wisdom Online is a Jyot Financial Company division and in case you are wondering "Jyot" is of Hindi origin which means "light". Our website is an educational website dedicated to inform the public in regards to follies of traditional financial thinking and to dynamically connect with those who are interested in learning more offline and in person. Times are economically challenging and we’re here to see that your financial well-being remains strong. We are not your typical financial website portal or financial service provider. Wealth & Wisdom Online provides you with non-traditional strategies that are designed to help you maximize your wealth. From different financial strategies to insurance and estate planning, we find money in a ways that do not take away from your lifestyle, so that you can enjoy your money today while saving for your future.
In addition to financial information on Wealth and Wisdom Online, we want to offer our you a one-stop shopping for all your financial well-being, including: the accumulation, distribution, and conservation of wealth. Through financial tactics, we maximize the use, benefit, and enjoyment of one’s assets throughout life and assist in protecting those assets from many eroding factors within todays economy. These include taxes, technological change, propensity to consume, disability, out-living your assets, and death. We show you specialized strategies that non of your advisors have shown you.
We take the time to and give you A FREE FINANCIAL ANALYSIS REPORT to understand your retirement needs with absolutely no obligation to purchase any product or service from us.
Why We Are Different
Wealth and Wisdom's Financial Advisory and educational video presentations focus on the impact of shifting demographics in the United States. The dramatic changes that will occur in taxation, government programs, banking, retirement programs and home ownership will affect everyone. The goal of our financial advisory website and services is to provide more information so that consumers can make better financial decisions and let us best serve them.
How We Work
Your personal CFO will provide you with the right solution that fits your lifestyle and financial planning. Our step by step process makes it easy for anyone to achieve their financial goals. These steps include;
Step 1: Getting to know each other
Before making any kind of commitment, you have to be comfortable. In this stage, we will ascertain if we—you or your family and our services—are a match. If so, we can continue on to Step 2.
Step 2: Determining your present state
As with any goal, the foremost task is not establishing the goal or even the steps the goal will take—the foremost task is evaluating where you currently are. Here, we will assess your present financial position in order to customize your goals according to your needs.
Step 3: Answering a confidential questionnaire
Our confidential questionnaire, which includes both dollar figures and subjective questions, will help us further assess your financial state and make important decisions on what you need most and how we can best offer it to you.
Step 4: Looking for pitfalls (debt management)
By examining your answers to our confidential questionnaire, we will identify any possible pitfalls. In addition to overcoming any existing debt, we will help you create a financial plan to prevent any of the possible pitfalls from further burdening you or your family.
Step 5: Actualizing solutions
As well as providing strategies and tools for you become the financially successful family you strive to be, we will keep records of your financial performance. You will always know where your progress is at any given time.
Step 6: Communicating with Financial Bodies
Never be in the dark again. We will keep the lines of communication open with your broker, bank, and any other financial institutions.
Step 7: Being responsible
Every member of your financial team or family will take part in money management, helping each of you stay involved. By helping you come up with an ideal spending plan for each member, you will be sure never to feel lost and always in full control.
Call Us TODAY
For your complimentary, FREE no-obligation consultation and financial analysis, please call 1-800- 419-5379 or email us for an appointment. We will explore with you the ways for you to potentially maximize your wealth now. We look forward to serving you.