Wise Financial Group was founded by Gary Dario, CPA.

Gary grew up in West Palm Beach, Florida, obtained a bachelor’s degree in finance from Florida State University and became a Certified Public Accountant as well as an Insurance and Real Estate Broker in Florida.

Mr. Dario started his career with Coopers & Lybrand (the largest international accounting firm at the time) where he honed his auditing and tax strategy skills.

Next, Gary worked with fortune 500 companies, Cox Enterprises and Comcast Communications for 10 years as a C- Suite Executive in corporate finance and operations management.

Gary started his entrepreneurial career in the late 1990’s by starting a financial consulting firm which focuses on tax saving strategies, investments, retirement and estate planning, debt and equity financing, and tax preparation.

Wise Financial Group provides the following services:

Health Insurance – Medicare, ACA/Marketplace, non-ACA/Marketplace, Medicaid, Low Income Subsidy, Disability, Accident, Cancer, Heart Attack and Stroke, Hospital Indemnity, Long-Term Care, Social Security, and Hospice Care.

Life Insurance – Term, Whole Life, Indexed Universal Life, Guaranteed Universal Life, Infinite Banking, Key-Man, Mortgage Protection, Final Expense, Living Benefits, Long Term Care,

Annuities – Fixed and Indexed, Living Benefits, Long Term Care, Lifelong Income, Tax Free Exchanges.

Business Consulting – Organizational Structure, Operating Agreements, Risk Management, Operational Management, Tax Saving Strategies, Succession Plans, Buy-Sell Agreements, Cross- Sell Agreements, Business Valuations, Business Purchases and Sales.

Financial Consulting – Cash Flow Optimization, Budgeting, Investment Strategies, Interest Expense Savings, Debt and Equity Financing, Tax Savings Strategies, Bookkeeping, and Tax Preparation.

Retirement Planning – Roth and Traditional IRAs, 401ks, Pension Plans, SEPs, Social Security Strategies, Lifetime Income, Living Benefits, Long Term Care.

Estate Planning – Wills, Trusts, Healthcare Surrogate, Power of Attorney, Estate Tax Optimization Strategies, Legacy Plans.

In summary, we at Wise Financial Group, understand that each company, individual and family has unique needs and complexities We also understand that these situations change over time and accordingly our top priority is establishing and maintaining a close relationship with our customers and maintaining  timely communications to ensure that all customers are protected and achieve financial freedom as soon as possible.