Jane Bond: Infiltrating the Market Should I Invest In REITs? What Our Kids Can Teach us About Saving Money The Fed and How It Got That Way

Passion for Planning

Don’t you want a financial plan with a purpose? Having money doesn’t do anything for anyone – solutions are what matter. We believe that by making the most of what you have, you’ll be able to get more out of what’s to come.


At Wealth Management Solutions, our passion for planning starts with you. We’ll help you connect with the purpose of your wealth and discover how it can support your goals and dreams. Your custom solutions will help protect your family, enhance your future and fulfill the life you were meant to live.


People Who Care

We believe helping people is the most rewarding part of our work. Yes, we offer financial planning, insurance and investments, but you’ll get so much more than that. You’ll get a team of people who care.


You are what matter most to us. We not only take the time to get to know you, but we also make an effort to educate you and explain all of your options. It’s not about providing exceptional service; it’s about creating a lasting relationship.


Whether you’re saving for college, preparing for retirement or planning your estate, you need more than money. You need solutions. Let Wealth Management Solutions show you the way.   

 

Helpful Content

Three Key Questions to Answer before Taking Social Security

Three Key Questions to Answer before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

 

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

View all articles arrow

Saving for College

This calculator can help you estimate how much you should be saving for college.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

View all calculators arrow

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Rightsizing for Retirement

What does your home really cost?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

The Real Cost of a Vacation Home

What if instead of buying that home, you invested that money?

View all videos arrow

 

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. FMG, LLC, is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Advisory Services are provided through Creative Financial Designs, Inc. a Registered Investment Adviser, and securities offered through cfd Investments, Inc, a Registered Broker/Dealer, Member FINRA & SIPC.
Wealth Management Solutions, LLC. is not owned or controlled by the CFD companies.