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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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Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.

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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."

Helpful Content

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

Healthy Body, Healthy Pocketbook

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Social Security: The Elephant in the Room

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

 

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

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