We are Financial Professionals
Financial & Retirement Services
Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.
Financial Strategies
Wealth Concepts Group prides itself on providing prosperous and safe retirement plans. We take an extensive look at each client’s unique mix of assets to integrate all aspects of our clients’ wealth into a coordinated plan.
Retirement Planning
Income planning for retirement can be a daunting task for many retirees because there is a lot to consider. At Wealth Concepts Group , we are here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you make sense of the most tax advantaged vehicles to accomplish your retirement income goals.
Legacy Planning
Legacy Planning is a key element of any successful retirement plan and helps ensure that your legacy carries on to help your loved ones, and that your final wishes are respected. We can help you plan your legacy in a variety of ways based on whether you’re looking to preserve assets for future use, or transfer your wealth to beneficiaries.
Insurance Solutions
Some retirees underestimate the impact a big market loss may have on the future of their income. Our firm specializes in helping individuals safeguard their retirement nest eggs while still participating in market growth by offering a variety of insurance products and financial planning strategies.
Tax Strategies
One essential part of planning for your retirement is determining your tax liability and developing a strategy to minimize the amount of taxes you pay. We recommend customizing a retirement plan that is able to help take advantage of any possible tax credits and deductions.
What to Look for When Choosing a Financial Professional
No-Stress Retirement Roadmap
D. Scott Kenik
The Amazon #1 Best Seller, No-Stress Retirement Roadmap, by D. Scott Kenik, delivers a smooth and detailed route to achieve your retirement goals. It clearly outlines the hazards and speed bumps to reaching retirement, including the four greatest wealth killers, stock market pitfalls, tax traps, what Wall Street isn’t telling you, retirement fallacies, and much more.
The best part is that the book provides all the information you will need to avoid all of those snares—in easy-to-follow explanations. This is THE guide to growing and protecting your retirement with information you won’t get from any other books, or anyone, anywhere else.CALL FOR A COMPLIMENTARY COPY!
Request Your Copy
Generational Vault
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how can help you organize and safeguard the most important documents in your life.