Wealth Management Financial Group

Welcome!

Advancing Charitable Causes is a major focal point of our business.  Since September 2008 there has been a serious decline in charitable giving, however the demand for charitable services has increased.

We offer Charities, Churches and Educational Institutions the value added services of Planned Giving and Charitable Estate Planning.  Our job is to assist the Philanthropic Community in reaching its desired financial goals and obligations.

Carl Gee
Planned Giving Director
Calculators

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

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Newsletters

HOT TOPIC: Looking for a Recovery in Odd Places

Are signs of an economic recovery showing up in hemlines and lipstick sales?

Fixed Annuities May Offer Stability

A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.

Celebrate Life and the Benefits of Insuring It

In addition to the protection it can bring, life insurance can also offer some tax benefits.

Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

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