Welcome to WEALTH Financial Consultants
We help successful professionals & business owners maximize their compensation packages to create and manage wealth for retirement so they can spend their time on what they're passionate about.
If you've come looking for help in planning for your financial freedom, you have come to the right place. At WEALTH Financial Consultants, our purpose is to assist clients in achieving their financial objectives. We hope you'll take the time to explore this site to gain better understanding of our firm and how our professionals may add value to your financial circumstances.
Financial planning, including money management, is not a simple nor easy process. Effective money management involves three important tasks: managing your investments, assessing your exposure to risk, and preserving your wealth. Our goal is to create financial strategies to help address these tasks while providing an extraordinary amount of personal service.
Creating a comprehensive plan can help achieve your goals
Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Click on the link to take our short questionnaire. Then, request a consultation so that together, we can build a plan to help you get there.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Six overlooked tax deductions to help manage your tax bill.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
When considering life insurance, it's important to understand your options.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A special needs trust helps care for a special needs child when you’re gone.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What does your home really cost?
Learn how to harness the power of compound interest for your investments.
Make your retirement as exciting as your next vacation.
When do you need a will? The answer is easy: Right Now.