David Williams, Todd Paradise, CFS & Steven Gessner, CFP

 

WPG is an investment and benefits insurance firm that provides personalized attention to business owners, as well as families and individuals.  Our relationships are built on trust, education and strategic planning and guidance.  We partner with our clients to ensure financial and health protection that assists with preparation for a comfortable future and any of life’s unexpected turns.  

Whether you are interested in a competitive benefits package for your business, a secure retirement, protection for your family, or education funding for your children, we want to help you achieve your goals by designing a financial plan specific to your personal needs.

Please let us know how we may assist you, your family or your business to make any financial goal a reality.

 
Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Savings Accumulation

Estimate the future value of your current savings.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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Newsletters

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

Growth, Value, or Both

The average annual return for large-cap value stocks was about 2.1% higher than for large-cap growth stocks, yet growth stocks outperformed value stocks in 13 out of 30 years. This article examines the difference between the two approaches and describes why holding both may help investors take advantage of a variety of market conditions.

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

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