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.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Retirement choices can be intimidating. Picking the right strategy.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
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
How federal estate taxes work, plus estate management documents and tactics.
An amusing and whimsical look at behavioral finance best practices for investors.
There are a few things to consider when buying or leasing your next vehicle.
Why are 401(k) plans, annuities, and IRAs so popular?
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Here is a quick history of the Federal Reserve and an overview of what it does.
Do you know how to set up your financial goals for success? This knight does.