I believe financial planning works!

I use financial planning to find the simplest and most efficient solution to one’s financial goals and to maximize income, net worth, and estate value.

LIFE INSURANCE

I offer a complete array of Life Insurance and Final Expense policies and I am completely independent representing more than 40 different life insurance companies.

CRITICAL ILLNESS

Critical Illness Insurance provides you with a lump-sum payment if you are ever diagnosed with a critical illness such as cancer or having a heart attack.

DISABILITY INSURANCE

Disability Insurance provides you with financial support should you become unable to work and earn the necessary income to support your family.

LONG-TERM CARE

Long-Term Care Insurance provides the financial support necessary today due to the high cost of care for those who are confined to their home or a nursing home.  

FINANCIAL PLANNING

I offer both simple and comprehensive financial planning services to help people tackle singular issues or to analyze all aspects of their financial life.

ANNUITIES

I offer very competitive Fixed Interest Rate Annuities, Equity Index Annuities, and Immediate Annuities from all the major insurance companies.

When you buy from a small business you’re not helping a CEO buy a 3rd vacation home …you’re helping a little boy learn the piano, mom and dad save for their kids’ college, and put food on the table.  Thank you for choosing to work with a small business.

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Wanna Talk?

Drop by and say Hi…

Bryan Wisda, CFP®
480-442-5592
bwisda@summit-email.com

Physical Address
7202 E. Carefree Drive
Building 3, Suite 1D
Carefree, AZ 85377

Mailing Address
PO Box 5543
Carefree, AZ 85377

Meet Bryan!

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Bryan Wisda

Bryan Wisda grew up in a suburb of Los Angeles before moving to Arizona in 1996 to attend the University of Arizona.  After college he started his career in the financial services and insurance industry with Farmers Insurance in 2000 before joining UBS PaineWebber in 2001.

Bryan left UBS PaineWebber in 2007 to manage a territory for an independent boutique wealth management firm.  In 2012 he started his own wealth management firm which he sold to Southport Capital in 2015.

Today, Bryan maintains his affiliation with Southport Capital to provide investment management services clients.  He provides financial planning  and insurance services to clients separately from Southport Capital.

Bryan is a CERTIFIED FINANCIAL PLANNER™ and a licensed insurance agent in Arizona, California, and Nevada.  He is often quoted by the financial media, including the Wall Street Journal, and speaks publicly on topics of social security planning, insurance planning, and investment management.

Thank you for visiting my website.  If you would like me to contact you directly please fill out the form below.  Alternatively you may call me directly at 480-442-5592.