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.Contact Us
We are a team of experienced professionals, ready to help with your unique financial issues and concerns.Learn More
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.Learn More
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."
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
In the face of divorce, making changes to insurance coverage may be overlooked.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A special needs trust helps care for a special needs child when you’re gone.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The decision whether to buy or rent a home may have long-term implications.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Imagine your ideal post-pandemic retirement with this hopeful, animated video.