Financial Planning
We want to be the single source of advice for all your financial matters. WP Advisors helps you answer complex financial questions as you navigate through life. When areas require additional expertise, we will introduce you to trusted specialists who can supplement our advice.
Let us be your point of contact, giving you the opportunity to save you time and money.
Whatever the questions may be, we find solutions.
- When will I be able to retire and how can I retire sooner?
- Do I have the right home mortgage? Should I consider refinancing?
- How do I make sure I can afford college for my kids? What is a 529 plan?
- Should I be doing estate planning? Can you recommend an attorney?
- I just had a baby. Should I have life insurance?
- I have restricted stock. Should I make an 83(b) election?
- How should my 401(k) be allocated?
- How can I reduce my taxes? Will you work with my CPA?
- Should I convert my traditional IRA into a Roth IRA?
- Given current market conditions, should I buy or rent a home?
- Should I exercise and hold my stock options?
- At what age should I consider long-term care insurance?
- I just inherited money. What do I do now?
- Should I consider asset protection strategies?
- Is there a benefit to leasing versus buying a car? How can I get the best deal?
- What is the best retirement plan for a small business?
- How can a pledged asset loan allow me to access liquidity without selling my assets?