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Financial Education For Individuals & Organizations

Consider the ways of the ant and be Wise

The ant is an industrious creature. Small in size, but wise in its ability to optimize its time, skills and resources.

In today’s complex financial economy, we are all faced with financial challenges that take a toll on our lives. These challenges can range from minor concerns throughout the day to paralyzing stress and worry that can spill over into our relationships and how we live life. Research shows that very few of us ever received any financial education.

The way we look at money is influenced or informed by our families, friends, advertisers and other influencers. Despite this limiting fact, managing your money and building generational wealth doesn’t have to be a mystery. It’s time to end generational poverty and start building generational wealth like a WiseAnt. As a company dedicated to promoting financial education and literacy, our programs are built to offer comprehensive financial wellness programming to individuals and organizations like you.

Generational wealth gives families a head-start financially in life, so they can reach their dreams quicker and make a bigger impact on the world.

Financial Education is the Key to Financial Freedom

Economic inequality, financial illiteracy, social injustice, inequitable access to capital and lack of financial dignity are real and systemic issues that have hindered the economic growth and opportunity for under-served individuals and small businesses for over 400 years in America. We recognize these problems are systemic and complex and require innovative and collaborative solutions from a variety of partners in government, community, and the private sector.

 

The WiseAnt Group partners with like-minded players to identify where the greatest impact can be achieved. We offer tangible and affordable educational programs and initiatives that address these problems, establish audacious long-term goals for improvement, create and track key performance indicators to measure your progress, and then take the lead in raising awareness, lobbying for change, rallying support and building coalitions to work towards eliminating these issues.

 

Whether you are buried in debt, have no savings or investments for retirement, or trying to navigate the world of investing, The WiseAnt Group’s Financial Education Team offers comprehensive solutions and programs for your lifestyle and goals. We know that the biggest obstacle to building wealth and living a life of freedom is debt! That is why we are here to help you ditch debt and start living your best life now, while preparing for the future. Our Goal is to Help You Build Generational Wealth!

When it comes to building wealth, persistence and resilience are more powerful than pedigree and raw intelligence.

For the majority of Minorities, especially Black/African Americans and Hispanics in the U.S., even affluent ones, the experience of intergenerational wealth is novel. Passing on wealth is also about the financial values and work ethic the next generation needs in order to prosper. You can’t begin to pass on financial values without a solid foundation in basic financial education. That is where The WiseAnt Group comes in – We Educate, We Empower and We Connect!

We are empowering families to ditch debt, save money and START building generational wealth!

Financial Education Services

Our goal is to help our clients live more fulfilling lives and get on track toward their short and long-term financial goals. However, getting there takes more than just financial knowledge, it requires changing behaviors, developing systems, and prioritizing financial action steps. The WiseAnt Group’s objectives are to help you work toward greater financial wellness. Each person and organization is different, that is why our programs are customized based on the needs of our clients.

We provide the following Financial Education Services:

  • Financial Wellness Programs For Organizations
  • Speaking Engagements: Workshops and Keynote Services
  • Personal Financial Education For Individuals and Families
  • Youth Financial Education & Empowerment
  • Programming Donations and Community Service
  • Personal Financial Coach Services
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CLIENT TESTIMONIALS

When we opened our urgent care center, we needed a reliable compliance and credentialing company to help set up our compliance program and to get our providers in-network very quickly, The WiseAnt Group was our go to company to make this happen. They are always available to guide us anytime we need advice on a compliance issue. Thank you for your services.
Cibolo, TX.
As a small independent practice, I have needed to rely on some external resources and have had a fantastic experience with the tax and bookkeeping services of The WiseAnt Group.
San Antonio, TX.
Credentialing for Medicare can be confusing and frustrating. It was stressful trying to navigate the process on my own, so I turned to The WiseAnt Group for help and am so glad I did. They made the process worry free and kept me apprised the entire way. I just wish I had found them sooner. I highly recommend them.
Austin, TX.
What a breath of fresh air! The in-person financial education training provided by Pamela was excellent! Our team had a great time learning from the experts and they are all on the journey to ditch debt, save money and start building generational wealth.
San Antonio, TX.
We needed to revamp our compliance program, and The WiseAnt Group came highly recommended. Their pricing was great, and the value created for our company was immeasurable! We will use them again! Thank you for helping us create an effective compliance program on a budget.
Houston, TX.
We were about to sign a contract, but the terms were very confusing. Our friend recommended that we use The WiseAnt Group. We are so grateful we did! If you need help with drafting or reviewing important legal documents, look no further. They are an amazing team.
San Antonio, TX.
We have been using Justice and his team for a few years now. While we were only looking for someone to perform our year-end closings and file our tax returns, we actually got a dedicated, valuable business partner. Justice and his team have been an essential key to our success. It was as if we had an “in-house CFO” who managed our accounting, kept us compliant, and provided sound financial planning advice.
San Antonio, TX
For the past 3 years, The WiseAnt Group has prepared our annual tax return and any accompanying papers. We are so pleased with the professionalism, accuracy and care their team has displayed in handling very complex financial matters for us. Justice is easily accessible, answers all our questions and makes sure our filings are timely. If questions arise during the year he is available to guide us. Thanks Justice for helping us keep financial matters in good order.
Dallas, TX.
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At WiseAnt Group, our priority is your business success. For years, we've helped Texas business owners and individuals navigate the complexities of tax strategy, managing their finances, and positioning their business for growth. We are intentional about providing value to our clients and advising beyond accounting.
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Phone: 210-910-4348
Toll Free: 888-721-8348
Email: wiseantgroup@gmail.com
Location: San Antonio, Texas.

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