By Bob Rothe, CFP® We are creatures instinctively drawn to comparison. When we find ourselves doing better than our literal or figurative neighbors … [Read More...] about How Does Your Retirement Savings Compare To Your Neighbors’?
What Makes Wealth Management Group, LLC Different?
A few of the characteristics that we believe differentiate us are: independence, flexibility, security, our competitive fees, service, and education.
Reduces the financial impact of property and casualty losses, lawsuits, disability or long-term care, risk of business ownership, identity theft and divorce.
Focuses on maximizing employee benefits, reducing taxes and having a carefully designed investment portfolio that places the correct amount of emphasis on risk tolerance, financial goals and rates of return.
Uses tax-efficient strategies to transfer wealth to your intended beneficiaries during your lifetime and after you’ve gone.
Identifies tax-efficient methods to transfer wealth to deserving charities that will support charitable causes in line with your own.
Take the First Step Today
If you'd like to learn more about how we may be able to help you, contact us for a no-obligation, no-fee consultation.
By Bob Rothe, CFP® I have found a highly successful technique to teach kids about money. Based on my experience in working with my own kids and … [Read More...] about The #1 Way To Teach Your Kids About Money
By Bob Rothe, CFP® Are you tired of feeling overwhelmed with all the noise in life, with the countless emails and constant demands on your time and … [Read More...] about 5 Steps To Get Your Financial House In Order
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