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

Disability Income Insurance

How much Disability Income Insurance do you need?

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Newsletters

The Measure of a Life

One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

A Simple Way to Help Your Family

A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

Leaving Your Job? Put an IRA to Work

The way in which you handle your retirement plan assets when leaving a company is an important decision that could affect your retirement savings considerably.

HOT TOPIC: New Year, Higher Taxes?

After the Waterford Crystal ball descends in Times Square on New Year’s Eve, most people will see their taxes ascending for 2011 — at least that’s the current situation. Find out how high they could go.

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