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.
Income Protection for Millennials
Income protection insurance can replace earnings during a disability and recovery.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Here’s a gift idea that can help create a stronger financial future for your child or grandchild.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Protect yourself against the damage that your homeowners policy doesn’t cover.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Discover why we need to plan the future for future generations today.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
This calculator will help determine whether you should invest funds or pay down debt.
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.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
What if instead of buying that vacation home, you invested the money?
It’s never a bad time to speak with your financial advisor about changes in your situation.
Disability happens to more people, more often than you may think, and it lasts longer, too.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Are you ready for retirement? Here are five words you should consider.
What does your home really cost?