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.
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Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Five creative (and inexpensive) ideas for motivating your employees.
How to lower your risk of chronic illness
Tips on how women can gain financial confidence.
If you are recently divorced, take steps to ensure that you are properly protected.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps estimate your federal estate tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What does your home really cost?
A bucket plan can help you be better prepared for a comfortable retirement.
Taking your Social Security benefits at the right time may help maximize your benefit.
How do the markets usually react to elections? Was the 2016 election any different?