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.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
For many, retirement includes contributing their time and talents to an organization in need.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The uncertainties we face in retirement can erode our sense of confidence.
What kind of auto insurance should you have? Do you know?
How to help determine life insurance needs to provide for your family after you pass away.
Is your estate in order? This short quiz may help you assess your overall strategy.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much you have the potential to earn during your working years.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
Using smart management to get more of what you want and free up assets to invest.
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.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A bucket plan can help you be better prepared for a comfortable retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What if instead of buying that vacation home, you invested the money?
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.
Are you ready for retirement? Here are five words you should consider.
Taking your Social Security benefits at the right time may help maximize your benefit.