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A clear picture of the impact our services can have on your financial future.

WBC utilizes the Two Economic Powers™ approach in personal planning. This approach identifies and incorporates the foundational powers of personal finance that were always meant to work together in proper balance for efficient accumulation and distribution of money.

To help ensure you continue to achieve your goals in the next stage of your life, our personalized approach to retirement planning incorporates

  • Income distribution planning
  • Investment management strategies
  • Social Security filing options analysis and education
  • Health care planning
  • Long-term care planning
  • Estate planning and risk management

Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney, and/or CPA. Consult them for specific advice on legal and tax matters.

The upside of recessions

A growing body of research suggests that recessions are good for at least one thing: longevity. Puzzlingly, it appears that economic downturns actually extend people's lives.

10 Factors That Affect Life Insurance Premiums

Understanding factors that affect life insurance will help you understand the quotes you’re getting. Some factors you can’t do anything about, like your age. But you may be able to improve other factors and get lower life insurance quotes.