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.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Read this overview to learn how financial advisors are compensated.
The uncertainties we face in retirement can erode our sense of confidence.
Four vacation destinations you might never have thought of.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the financial impact of leasing versus buying an automobile.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
A bucket plan can help you be better prepared for a comfortable retirement.
Women must be ready to spend, on average, more years in retirement than men.
A special needs trust helps care for a special needs child when you’re gone.