| Welcome to WealthPartners |
WealthPartners is an independent wealth services company, with professionals delivering wealth and income planning and product solutions. The firm's comprehensive process includes financial life phases of Wealth Accumulation, Retirement Distribution, Business
Succession, and Estate/Legacy Planning.
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| Wealth and Income Planning |
With WealthPartners guiding you, it is possible to answer the question "How do I build a long-term plan that will provide income to last my lifetime?" A financial independence plan is the initial step to designing an optimal estate plan. This is our most
comprehensive service. It establishes objectives and solutions to preserve, grow and transfer your wealth.
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| Retirement and Executive Benefit Services |
A company's greatest asset is typically its people and by meeting their needs, a competitive benefits program can assist in maintaining long-term success and stability for the company. WealthPartners designs retirement plans for eligible employees and
supplemental plans for key executives.
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| Newsletters |
Market-Moving Indicators for Monitoring Europe
If you've struggled to make sense of the ongoing European debt debacle, you're not alone. It's difficult even to keep track of all the pieces of this financial Rube ... Read More
Retirement Rules of Thumb Because retirement rules of thumb are guidelines designed for the average situation, they'll tend to be "wrong" for a particular retiree as often as they're "right." ... Read More
Of Taxes Past, Present, and Future With the 2011 tax filing season behind us, much attention
is being paid to the expiring "Bush tax cuts"--the reduced federal income tax
rates, and benefits, ... Read More
What happens to my retirement benefits if my employer goes out of business? If your employer goes out of business, any retirement plan your employer sponsored will be terminated. If the plan is a 401(k) or other defined ... Read More
What is the Pension Benefit Guaranty Corporation? The Pension Benefit Guaranty Corporation (PBGC) is a federal agency created by the Employee Retirement Income Security Act of 1974 (ERISA) to help protect pension plan ... Read More
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| Business Succession And Benefits |
Many business owners have spent the majority of their lives building their business and securing it. Business executives should have a comprehensive plan to preserve and protect earnings and assets, create diversified sources of retirement income and have
an exit strategy for their ownership. A retirement and succession plan should be addressed long before exiting to allow financial strategies and products to work over time and to preserve business value.
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