Articles | Media

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 Economy Is Going Great, Except For One Huge Problem

Amid a recent spate of data showing the economy humming along smoothly, one sector has consistently stayed out of whack and it’s a big one: housing. At the heart of the problem is the fact that high prices and high mortgage rates have pushed the cost of buying a house...