Wealth Retirement Asset Protection is an independent financial services and insurance consulting firm. We teach people how to accumulate, protect, and preserve their net worth. Most people are destroyed for lack of knowledge. What we do best is to help grow your understanding. Knowledge with Wisdom are the keys to financial success. We are losing choices everyday. The more you know, the better choices you can make for your family. For a great article regarding retirement please click here.
Our clients include small and midsize businesses, high net worth individuals, their families and associated business interests. We’re here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data. We believe you will take advantage of this resource and visit us often. Be sure to add our site to your list of “favorites” in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
We specialize in helping our clients develop a comprehensive financial strategy that fits their unique needs and enables them to work toward their personal and financial goals.
We offer three key tools:
l. A clear understanding of their financial goals.
2. A well-defined roadmap for pursuing those goals.
3. Ongoing advice to help adjust their roadmap when their needs change.
We offer a wealth of educational articles, financial calculators, a research library, and newsletter articles on a wide range of financial topics. Our content is constantly changing. “If you do what you’ve always done, you’ll get what you’ve always gotten.” We don’t want you to run out of money before you run out of month. We believe God has a good plan for your life. Let's change your future!
Begin today! Start Now!
For complimentary consultation please click here.Cbarfell@fscadvisor.com
To learn about the professional history of our financial advisor(s), please visit FINRA'S BrokerCheck
Newsletters
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Seeking Balance in a Mutual Fund
Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.
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Business or Hobby? It’s All About Taxes
The difference between a money-losing business and a hobby matters at tax time. This article presents IRS criteria for making the distinction.
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Early Retirement and Your Tax-Deferred Savings
Find out how the rules for early-distribution penalty exceptions differ for withdrawals from traditional IRAs and employer-sponsored plans.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.