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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Asset Protection: Make Sure Your Umbrella Is Big Enough
While standard home and auto insurance may cover personal liability, a personal umbrella policy can help add an extra layer of protection.
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Three Questions to Consider During Open Enrollment
Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.
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Pension or Lump Sum: Which Should You Choose?
Do you know the key factors to consider if offered an option to take a lump sum in lieu of a pension? Read this article to find out.
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Indexed Annuities: A Strategy to Turn Savings into Retirement Income
Explore the unique features and risks of indexed annuities and their potential role in investors’ retirement income strategies.
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.