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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.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
What Is an Annuity?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Being healthy not only makes you feel good, it may also help you financially.
Even if you’re young and single, you should still consider protecting yourself.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Purchasing homeowners insurance is critical for protecting your home.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
There are common mistakes you can avoid when saving for retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess how many days you'll work to pay your federal tax liability.
This calculator demonstrates the power of compound interest.
Estimate your monthly and annual income from various IRA types.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.