WMF Strategic Planning

- Finance/Tax/Insurance

in Roswell, GA

Description: We are a financial advisor team serving clients in the areas of retirement income planning, tax preparation services, and long term care insurance. Our mission is to improve the personal and professional lives of others by honestly serving retirees.

Additional Info: We will prepare and electronically file (E-file) your taxes for you. We hold face-to-face appointments for retirement planning and long term care planning.

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Phone: 7709107055

Address: 144 Spring Dr.

Roswell GA 30075

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Business Hours: Monday 4:00 - 8:00pm Tuesday 8:00 - 8:00pm Wednesday 4:00 - 8:00pm Thursday 4:00 - 8:00pm Friday 4:00 - 8:00pm

Website:

Special Offers

Staff:

Matthew Wheeler

Matthew Wheeler is from Little Rock, Arkansas. He attended the University of Georgia from 2006-2010 where he received an undergraduate degree in Family Financial Planning (B.S.). While enrolled in UGA's Family Financial Planning degree program, he participated in the IRS Volunteer Income Tax Assistance (VITA) program to help underserved individuals prepare and file their tax returns (2009). He later organized an internship with Mass Mutual in Atlanta, GA (2010). After completing an internship with Mass Mutual, he initiated work as a Financial Advisor with Waddell & Reed in Atlanta, GA (2011-2016), where he developed a firm grasp of the financial services industry. To better serve clients, we restructed the business in 2016 to operate as an Independent Financial Advisor team with an on-staff Tax Preparer. Collectively, our focus is to help clients in the areas of retirement income planning, tax preparation services, and long term care insurance.