WHB Wealth Management Group was founded on the principle that people will trust their financial futures with someone who understands them. John C. Maxwell stated, “People don’t care what you know until they know that you care.”
This philosophy encompasses who we are as a financial firm.
We understand that financial planning means different things to different people. Our job is to determine your financial goals as we work to develop a plan specific to you. With so many financials options on the market, WHB Wealth Management Group helps simplify your choices based on your personal goals and objectives. By entrusting your planning needs with WHB Wealth Management Group—A FIRM THAT UNDERSTANDS YOU—you can start taking control of your financial future.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Here are six flags that may make your tax return prime for an IRS audit.
Tips on insuring your teen driver.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much you have the potential to earn during your working years.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
What does your home really cost?
You’ve made investments your whole life. Work with us to help make the most of them.
The decision whether to buy or rent a home may have long-term implications.
Do you have causes that you want to support with donations? Here are three tips.
It's easy to let investments accumulate like old receipts in a junk drawer.
Estate conservation is too important to put off. Do you have a smart exit strategy?