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!
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.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Term insurance is the simplest form of life insurance. Here's how it works.
Simple steps may help you foil hackers and protect your privacy.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
$1 million in a diversified portfolio could help finance part of your retirement.
Smart investors take the time to separate emotion from fact.
How will you weather the ups and downs of the business cycle?
Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.
Recent changes in estate tax laws could affect the strategy you have in place.