Welcome to WealthPlan Financial Partners, a company specializing in retirement strategies and estate conservation.
As personal financial professionals of WealthPlan Financial Partners, we can:
- Deliver timely information
- Explain how changing financial conditions affect you
As Representatives of ProEquities, Inc., we can:
- Help you clarify and define your goals
- Recommend solutions that fit your needs
- Make investment planning easier
- Monitor your financial progress
Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer your questions or stimulate your interest.
We look forward to talking with you.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Apps that help small business owners better manage and grow their business.
One way to find money is to examine your current spending habits and eliminate money wasters.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Here are 4 great, and sometimes unexpected, places to raise a family.
An inside look at how marginal income tax brackets work.
Use this calculator to estimate your capital gains tax.
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Have you found yourself suddenly single? Here are 3 steps to take right now.
How do the markets usually react to elections? Was the 2016 election any different?