Retirement & Wealth Planning, Inc., is a professional retirement planning, business planning, individual financial services and estate planning firm.
For our business clients, we specialize in offering qualified and non-qualified retirement plans, buy-sell planning and business succession planning.
We work with clients to help them offer better retirements to their employees and to help accumulate wealth for the owners.
We develop client relationships. In addition to offering retirement and business planning to our clients, we offer a variety of insurance and investment products, and other supplemental services associated with our core retirement planning practice.
We work with your other selected advisors to present coordinated strategies and programs which may help you better achieve your stated objectives.
Our intent is to provide a clear explanation of our services, charges, responsibilities and expectations. We support open disclosure of philosophy, compensation, education, experience, and other qualifications. We want to help you be better informed as you work through this important area. Suggestions, input, and pertinent comments are graciously received.
Helpful Content
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The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
From Seeking Yield to Seeking Profits
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Understanding the value of a home warranty.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
What the New Tax Bill Means for You
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Three Key Questions to Answer Before Taking Social Security
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.