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.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
The item most homeowners forget on their home improvement project checklist is insurance.
For many, retirement includes contributing their time and talents to an organization in need.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to better see the potential impact of compound interest on an asset.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
Assess whether you are running “in the black” or “in the red” each month.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Make your retirement as exciting as your next vacation.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
The market is as unpredictable as the weather. We’d love to help you prepare.