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

About Us:

WPG Financial Group, LLC is an independent financial planning and corporate benefits firm that provides personalized attention to business owners and individuals nationwide. Our relationships are built on trust and our planning is strategic and specialized. We partner with clients to assist in the planning for a comfortable future as well as the preparation for any of life’s unexpected turns.

If you are an entrepreneur starting a new company or selling an existing business, we can help. If you are an executive considering retirement or a young family saving for college, we can help. Let us guide you through the complicated and confusing world of insurance and investments to create a tailored plan that is right for you. 

Why Consider WPG Financial Group, LLC?

New clients come to us because they desire the resources and capabilities of a large firm, but the personalized attention and follow-up that can only come from a small firm atmosphere. They stay because we build a financial partnership based on transparency, on-going dialogue, and informed decisions dedicated to their financial strength and success.   

The team at WPG Financial has the compassion, experience, and knowledge to help make your life’s dream a reality. We welcome the chance to advise you!  

 

 

 
Calculators

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Newsletters

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

HOT TOPIC: Current Economic Conditions and the Prospect for Inflation

Inflation jumped up to 3.2% in April. That’s still below the 50-year average but it may be little consolation for anyone who has been to a gas station or a grocery store recently.

Investing in the Future

Due to the fiscal struggles of state governments, in-state tuition and fees at public four-year colleges and universities rose dramatically for the 2011-12 school year. The cost of private institutions also continues to increase. This article presents information on the cost of a college education and how a 529 plan may be a helpful savings vehicle.

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