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.
Download Our Free Ebook
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."
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.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Understanding the value of a home warranty.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A bucket plan can help you be better prepared for a comfortable retirement.
Even low inflation rates can pose a threat to investment returns.
Agent Jane Bond is on the case, cracking the code on bonds.
Have you found yourself suddenly single? Here are 3 steps to take right now.
When do you need a will? The answer is easy: Right Now.