A Chat with OtherWise Financial Group
What services does your business offer and what makes your business stand out from the competition?
We establish Self-Directed retirement plans for our clients that are set up with “checkbook control”. Our clients receive the highest quality, personalized service at very affordable rates, in all 50 states.
What was the inspiration to start or run this business?
OtherWise Financial is dedicated to helping small and medium business owners; and aspiring business owners find effective ways to protect their hard/smart earned dollars from undue Tax penalties and creditor access through a business Trust called the Individual or Solo 401k Plan.
What do you love most about your job?
Helping business owners and aspiring business owners accumulate and retain wealth through integrity and excellence by financial direction and consultation.
What is the best reaction you've ever gotten from a customer?
"Thank you so much! All of the information that we received from your Company has put us light years ahead with regard to our Retirement Plans. Your advisory Rep. truly has given us OtherWise advice...