Jan Packard, CFP®
Welcome to Wealth Management Solutions, LLC where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
At Wealth Management Solutions, LLC we have a strong passion for providing our clients with valuable financial planning and investment services. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of financial concepts that may help you. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.
We're here to help you understand more about important concepts of financial management; to find planning, insurance, and investment services tailored to your situation and to help you learn more about who we are. We hope you take advantage of this resource, visit us often and contact us for a free consultation. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our videos and information, and we wouldn't want you to miss any developments in the are of personal finance.
Office hours are 8:30am - 4:30pm M-F
Or by appointment at a convenient time for you!
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
A Decision Not Made is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Being healthy not only makes you feel good, it may also help you financially.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator demonstrates the power of compound interest.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Do you have causes that you want to support with donations? Here are three tips.
The decision whether to buy or rent a home may have long-term implications.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A bucket plan can help you be better prepared for a comfortable retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Estate conservation is too important to put off. Do you have a smart exit strategy?