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 Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The true cost of raising a child may be far more than you expect.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
It's important to understand the pros and cons when considering a prepaid debit card.
Learn when it may not make sense to file a claim on your home insurance.
Understanding how a stock works is key to understanding your investments.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much you have the potential to earn during your working years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
$1 million in a diversified portfolio could help finance part of your retirement.
Taking your Social Security benefits at the right time may help maximize your benefit.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Agent Jane Bond is on the case, infiltrating the world of bonds.
A bucket plan can help you be better prepared for a comfortable retirement.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.