Your Partner for Success
Our commitment is to help you work towards achieving all your financial goals and to provide you with a "worry free" retirement. At Wealth Planning Services, our motto is:"Protecting Your Wealth and Retirement Dreams."
We have a commitment to excellence in everything we do, and our main focus is making sure we live by our motto each and every day. We consider it an honor and a privilege to help our clients work towards making sound investment decisions that will contribute toward a secure future.
Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs.
We provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies, so we can help protect our client's lifestyle for a lifetime.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
A letter of instructions provides additional and more personal information regarding your estate.
Estimate how much you have the potential to earn during your working years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Understanding the cycle of investing may help you avoid easy pitfalls.