The Client Experiience with Wisdom Financial Services

07/07/2025 10 min
The Client Experiience with Wisdom Financial Services

Listen "The Client Experiience with Wisdom Financial Services"

Episode Synopsis

On this week's show, Rocco Kryns, the founder of Wisdom Financial Services, emphasized the importance of achieving financial peace in retirement rather than being solely focused on monetary accumulation. Rocco introduced listeners to "Our Financial Peace System," a structured three-step process that helps clients develop a plan to secure their financial future, involving discovery, evaluation, and the creation of a tailored "Wisdom Growth and Income Plan." The program explored how clients can expect a welcoming, family-like environment at his office and underscored the vital balance of health, finances, and spiritual well-being for a fulfilling retirement. To learn more about Rocco Kryns and the team, visit https://needwisdom.com/In this episode, Rocco Kryns discusses critical retirement plans for listeners in the Fort Lauderdale area. Find strategies for managing taxes, social security, market volatility, legacy & estate planning and more from South Africa's own Rocco Kryns while hearing worldwide experiences and friendly advice.To learn more about Rocco Kryns and the team, visit https://needwisdom.com/