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."
Pullbacks, Corrections, and Bear Markets
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
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?
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Understanding the economy's cycles can help put current business conditions in better perspective.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
For homeowners who think their property taxes are too high, there are ways to appeal.
Estimate your monthly and annual income from various IRA types.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to assess the potential benefits of a home mortgage deduction.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
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.
There are some smart strategies that may help you pursue your investment objectives
What does your home really cost?
Even low inflation rates can pose a threat to investment returns.
Bucket lists don’t have to be for tomorrow.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.