Wealth Plans 4 Life™
Embrace Life. Expand Expectations.
Wealth Plans 4 Life™ is a distinctive planning and wealth management process designed to help you address immediate financial goals as well as establish and plan for your life’s purpose. Wealth Plans 4 Life™ brings meaning and personal empowerment to the wealth management, financial planning, and retirement planning processes.
The Wealth Plans 4 Life™ P.0.W.E.R. Process™
The Wealth Plans 4 Life™ process is designed to give you the personal P.O.W.E.R.™ and confidence to act on your goals and dreams. Our process starts with you and what’s important to you, and results in a custom roadmap designed by our team of professionals to guide you on your journey.
- Purpose: Discovering Your Life’s Purpose and Passion
- Organize: Uncovering and Organizing Your Financial Information
- Wealth Empowerment: Designing Financial Solutions to Empower Your Life
- Roadmap: Guiding and Keeping You OnPath Toward Living Your Purpose
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
The uncertainties we face in retirement can erode our sense of confidence.
Even low inflation rates over an extended period of time can impact your finances in retirement.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
For homeowners who think their property taxes are too high, there are ways to appeal.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
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.
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
$1 million in a diversified portfolio could help finance part of your retirement.
With alternative investments, it’s critical to sort through the complexity.
Here are five facts about Social Security that might surprise you.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.