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.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
An amusing and whimsical look at behavioral finance best practices for investors.
You can save for retirement without deferring your tax bill and without a tax drag. Explore life insurance and Roth vehicles.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Second marriages are a trigger event to revisit any existing estate strategies.
The Pros and Cons of Banking Your Money
Bonds may outperform stocks one year only to have stocks rebound the next.
Explore the growing influence women wield over the economy with this handy infographic.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator shows how inflation over the years has impacted purchasing power.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Learn how to harness the power of compound interest for your investments.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Taking your Social Security benefits at the right time may help maximize your benefit.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.