Frequently Asked Questions (FAQ)

Welcome to Our FAQ Page

At ISE Wealth Strategies LLC, we know that making informed financial decisions starts with having the right information at your fingertips. That’s why we’ve created this FAQ page—to address common questions and provide clarity about our services, philosophy, and the financial planning process.

Whether you're exploring ways to build your wealth, planning for retirement, or seeking guidance on managing your financial goals, this page is here to help. If you don’t find the answers you’re looking for, feel free to reach out—we’re always happy to assist.

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1. What services does ISE Wealth Strategies LLC offer?

ISE Wealth Strategies LLC provides comprehensive financial planning, investment management, retirement planning, estate planning, and insurance solutions tailored to meet your unique financial goals.

2. Who is Michael Von Berg?

Michael Von Berg, CPFA, MBA, is the founder of ISE Wealth Strategies LLC. With over 19 years of experience as a financial advisor and 20 years of military service, he brings a wealth of knowledge and dedication to helping clients achieve financial confidence.

3. What is a Certified Plan Fiduciary Advisor (CPFA)?

A CPFA is a professional designation for financial advisors who specialize in retirement plan management and fiduciary responsibilities, ensuring that clients' best interests are always the top priority.

4. How can I schedule an appointment with ISE Wealth Strategies LLC?

You can schedule an appointment by visiting our website and clicking on the "Schedule an Appointment" link, or by calling our office at (321) 203-7363.

5. Where is ISE Wealth Strategies LLC located?

Our office is located at 5304 South Florida Avenue, Suite 400-B, Lakeland, FL 33813.

6. How does ISE Wealth Strategies LLC approach financial planning?

We prioritize understanding your personal situation, identifying your dreams and goals, and assessing your risk tolerance. Our approach is centered on building long-term relationships that encourage open and honest communication.

7. What resources are available on your website?

Our website offers a variety of resources, including articles on estate planning, investment strategies, insurance, money management, lifestyle topics, and tax resources to support your financial journey.

8. How can I access my account information?

Clients can access their account information through the "Account View" portal available on our website.

9. How can I stay updated with the latest financial news and insights?

Join our mailing list by subscribing on our website to receive news and information that support your financial goals.

10. How can I contact ISE Wealth Strategies LLC?

You can contact us by phone at (321) 203-7363 or (863) 393-9647, by fax at (863) 450-2349, or by email at michael.vonberg@lpl.com.