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.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
For some, the social impact of investing is just as important as the return, perhaps more important.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Military families face unique challenges, making personal finance even more critical.
For many, retirement includes contributing their time and talents to an organization in need.
Marriage changes everything, including your insurance needs.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator demonstrates the power of compound interest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
With alternative investments, it’s critical to sort through the complexity.
Here is a quick history of the Federal Reserve and an overview of what it does.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
It's easy to let investments accumulate like old receipts in a junk drawer.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.