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See the link to check out the CBS News article on “Tips for Maximizing You Savings“! Our very own Adam Van Wie is quoted in the article.

Adam was recently featured on Stan The Annuity Man’s podcast! Click the link above to check it out!

Adam was recently featured on Stan The Annuity Man’s podcast! Click the link above to check it out!

See Adam on First Coast News!

Adam recently volunteered to man the phone bank for Wi$e Money Week, an event put on by the local non-profit Family Foundations. During the phone bank, Adam was interviewed by Channel 4 about a variety of topics.

“It’s a lot more difficult to recover in retirement,” says Adam Van Wie, a financial planner in Jacksonville Beach, Fla. “You can try to find another job, but that’s not an option for everyone.” Read the full article on The Wall Street Journal

“The best test for this is simply to check if you paid your balance in full for the first two months. If you did, you might be able to handle it,” says Adam Van Wie, a certified financial planner in Jacksonville Beach, Florida. “If you carried a balance during that time, cut up the credit […]

Adam Van Wie, chief operating officer of Van Wie Financial, said that in combination with an iPad Pro and Apple Pencil, OneNote lets him take notes in a client meeting right on the screen. Notes are stored in the cloud and automatically synced with a CRM. “This is the best way I have found to […]