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.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Do you have an estate strategy? You should.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Gaining a better understanding of municipal bonds makes more sense than ever.
Estimate the total cost in today's dollars of various mortgage alternatives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
The market is as unpredictable as the weather. We’d love to help you prepare.
$1 million in a diversified portfolio could help finance part of your retirement.
There are three things to consider before dipping into retirement savings to pay for college.
The decision whether to buy or rent a home may have long-term implications.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?