
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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Three Generations of Retirement Strategies
Millennials, Gen Xers, and baby boomers face different challenges in pursuing retirement goals. This article offers strategies to help address them.
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Municipal Bonds
Tax changes in the 2017 Tax Cuts and Jobs Act affect some investors more than others, with implications that spill into the municipal bond market.
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Five Tips to Regain Your Retirement Savings Focus in 2021
This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.
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Setting a Retirement Savings Goal
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
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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Lease Payment
How much would your monthly lease payment be?
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?