NOTICES
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THE INFORMATION IS PROVIDED IN “AS IS” BASIS.

FINANCIAL & INSURANCE CONSUMERS
INSURANCE CONSUMERS: FURTHER, YOU SHOULD KNOW THAT, it is possible that, upon review of your application and medical records, the insurance carrier will determine that (1) you cannot be approved for coverage or, (2) you fall into a different risk classification. Your final rate could be higher or lower than the rate a licensed agent has quoted. If there is a change, you will be notified and you will have the option to accept the new rate or not. All products and product features may not be available in all states, ASK YOUR LICENSED PROFESSIONAL WHAT IS BOTH AVAILABLE, AS WELL AS RIGHT FOR YOU. Further, Financial Planning Wiz and all participating agents / agencies / brokers / brokerages, do not guarantee a response by a participating agent / agency / broker / brokerage. Complete details are included in the specific policy illustrations that are provided to each prospective customer by their licensed agent, when the final application is completed.

USE OF SERVICE
Financial Planning Wiz web site is a service for financial planning and insurance consumers. Further,Financial Planning Wiz does not sell financial planning and insurance products, nor is affiliated with any financial or insurance company. ALL INFORMATION IS STRICTLY CONFIDENTIAL AND IS TRANSFERRED UPON RECEIPT BY Financial Planning Wiz TO LICENSED PROFESSIONALS IN YOUR AREA WHO WILL CONTACT YOU AND RETURN YOUR COMPLETED QUOTE DIRECTLY. Financial Planning Wiz, is not endorsing or recommending any specific financial / insurance company, coverage, product or policy type.

FINDING A FINANCIAL ADVISOR
A financial advisor can ensure you’re saving enough to meet all your immediate and retirement needs. Find out what’s best for you and your retirement goals! Learn more about the different asset allocation types, explore the areas above and fill out our on-line form to find a certified financial advisor in your area.