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, life insurance and investments, but you’ll get so much more than that. You’ll get a team of people who care.
You are what matters 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.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
How to help determine life insurance needs to provide for your family after you pass away.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Here are five facts about Social Security that might surprise you.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What does your home really cost?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.