Retirement Planning & Wealth Management

Clarify Your Goals | Develop a Plan | Retire With Confidence

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considering retirement?

 

Do you wonder when you'll be able to retire?
Do you wonder if you're saving enough?
Are Social Security benefits confusing to you?
Are you concerned about market volatility?
Do you want reliable retirement income?
Do retirement decisions make your brain hurt?

Gain clarity and retire with confidence

 
 
 
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Wise Wealth Planning Process

 
 
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W's - Who, What, When, Where, Why

We ask questions and listen carefully to your answers to lay out your plan's foundation based on your vision and values

Ideas and Brainstorming

We present different ideas and approaches while brainstorming with you on how to best accomplish your plan

Strategy

We consult with you to select the most appropriate strategy for your unique situation

Execute and Evaluate

We help you put your strategy in place and monitor it on an ongoing basis

 

See how the Wise Wealth Planning Process has helped people like you retire with clarity and confidence.

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Ben Malick, CFA®, CKA®

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As a Financial Advisor at Wise Wealth, Ben provides objective retirement planning and wealth management advice. He works with individuals, families, and business owners in the Kansas City Metro area and around the United States.

Ben is proud to be partnered with Dave Ramsey, Inc as a SmartVestor Pro. He has the heart of a teacher and deeply enjoys being a trusted advisor to his clients, helping them envision and plan for a successful, meaningful retirement.

Ben earned his undergraduate degree in Financial Management and has been helping families and individuals for over a decade. Ben later went on to complete his MBA from the University of Kansas.

What's more, Ben is a Certified Kingdom Advisor (CKA®) and holds the Chartered Financial Analyst (CFA®) designation, the most respected and recognized investment management designation in the world. 

Ben is a thought leader in a values-based investing movement known as Biblically Responsible Investing (BRI). His expertise has been featured in Forbes, MarketWatch, Yahoo! Finance, Credit Karma, and Investor’s Business Daily. He enjoys educating others on this important, yet overlooked area of biblical stewardship.

Ben resides in Grain Valley, MO with his wife Shelby, and they have three children together. He loves spending time with family and friends, serving in the local church, reading, and anything competitive.

 
 

Get Started Today

Step 1

Schedule a quick Intro Call to ensure we're a fit

Step 2

Engage in the Wise Wealth Planning Process

Step 3

Gain clarity and retire with confidence!

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