Financial planning far surpasses just general savings and investing advice. Our planning process takes a deep dive into protection, savings, growth, while considering debt management and cashflow. Our planning model provides the tools and consulting to know how to save and where and when to save. Whether it’s developing a strategy to provide funding for your children’s secondary educations, a plan to distribute assets to the next generation, or gearing up for a smooth transition into retirement. Each financial decisions builds off another, which is why it is important to have a coordinated plan to keep track of all these decisions that ultimately link together to build your financial future.
Our aim at WWM is getting to know our clients and building relationships centered on transparent communication and a clear understanding of what matters most to you.
Common uses of our financial planning include:
Making the right financial decisions can be a confusing and at times stressful for many people. Let us help you clear the confusion and ease the stress with a strategic financial plan that identifies and accomplishes your financial needs and values.
Securities and advisory services offered through FSC Securities Corporation (FSC), member FINRA/SIPC. Additional advisory services offered through Wharton Wealth Management, LLC. FSC is separately owned and other entities and/or marketing names, products or services referenced here are independent of FSC.
A broker-dealer, investment advisor, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, MA, MD, MN, MO, MT, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TX, UT, VA, WA. No offers may be made or accepted from any resident outside of the specific state(s) referenced.