Understanding Today’s Financial Environment
Our mission is to seek successful outcomes for our clients by creating integrated solutions that impact generations.
Welcome to The Wealth Management Group. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, financial goals and objectives.
Our professionals have years of experience in financial services. We can help you address your needs of today and planning for many years to come. We look forward to working with you through all the stages of your life.
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We are a team of experienced professionals, ready to help with your unique financial issues and concerns.
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Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.
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If you're like 93% of Americans, you're looking forward to retirement. But are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."
Navigating Uncertain Times
Recent weeks have seen some extraordinary moves in the financial markets, as the world reacts to the spread of COVID-19. Please know that we are closely monitoring current news and economic reports, and we are committed to supporting you through this season. Feel free to contact us any time, for any reason. We are here to help.
Helpful Content
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
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What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Rightsizing for Retirement
What does your home really cost?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?