WEALTH Financial Consultants, Inc.

 

Welcome!

If you've come looking for help in planning for your financial freedom, you have come to the right place. WEALTH Financial Consultants' 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 we 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 address these tasks while providing an extraordinary amount of personal service.

Thank you for stopping in. We appreciate your visit.

 
Calculators

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Newsletters

Test Your College Funding Knowledge

If you want to help your children or grandchildren accumulate enough money to afford college, a good first step is to become familiar with 529 plans and the Coverdell Education Savings Account.

Most Recoveries Are Announced Months After They Begin

Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.

Tips for Healthy Life Insurance

If you are about to retire or have recently entered retirement, it's a good time to consider whether your current life insurance policy meets your needs.

A Look at the Second-Half Outlook

Here we are halfway through the year and there's still no clear verdict on whether investors were justified in their optimism. But there are a number of developments on the horizon that could be important to investors.

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