Wealth Management Group

 

Welcome to the Wealth Mangement Group Website, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

Our mission is to educate our clients and provide them with the highest level of service available in the financial planning marketplace.  With over 100 years of collective experience among our team, we are dedicated to providing our clients with a comprehensive and efficient plan to help achieve maximum results for their retirement and estate planning objectives.

 

 
 

 Life Settlement Programs (click here)

 

 Life Settlement Articles: (Click Below)

• LISA White Paper
• Wharton Paper on The Benefits of a Secondary Market for Life Insurance Policies
• New York Times: Finding a bonanza in Life insurance
• The Herald News: Life Insurance Can Pay Off Early
• Excerpts From: Wall Street Journal, Business Week, New York Times, Herald News, Economist

Useful Links: (Click Below)

• State Insurance Department Web Sites
• National Conference of Insurance Legislators
• Life Insurance Settlement Association
• National Insurance Producer Registry

 

 

 

 

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Calculators

Estate Taxes

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

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

More Calculators →

Newsletters

HOT TOPIC: Government Intervenes in Credit Crisis

September was an unsettling month for the financial markets that Americans may not soon forget. Here's a look at what happened.

Adding Stability in Volatile Times

One strategy that can add growth potential to a portfolio, without assuming many of the risks associated with the financial markets, involves purchasing an annuity contract from an insurance company.

Why Do Lower Prices Equal Higher Yields?

The price/yield relationship is rooted in the secondary bond market, where bonds may trade at a premium or discount of the par (or face) value.

Will Going Green Grow Green?

About one out of every nine dollars under professional management in the United States is already invested according to socially screened criteria. There are several key questions to ask yourself when considering how this rising tide could affect your portfolio.

More Newsletters →