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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
It sounds simple, but paying yourself first can really pay off.
Being healthy not only makes you feel good, it may also help you financially.
Tips to avoid checking in luggage on your next vacation.
The uncertainties we face in retirement can erode our sense of confidence.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
This calculator helps estimate your federal estate tax liability.
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.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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.
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.
What are your options for investing in emerging markets?
The decision whether to buy or rent a home may have long-term implications.
Do you know how to set up your financial goals for success? This knight does.