Our Services

What we offer at wb² Financial

Estate Planning & Wealth Preservation:  Strategies to help you conserve your assets.

Risk Management:  In order to assist you in protecting your family and assets, we offer a variety of methods that help safeguard surviving family members if the key wage earner dies; insure income in the event of a long-term disability; and protect your estate from the costs of long-term care.

Financial Planning and Asset Allocation:  We can help create a financial plan that looks at your total financial picture and give you a comprehensive, recommended road map for organizing and addressing your major financial goals.

Wealth Accumulation & Retirement Planning:  We give you access to the investment management experience of over fifty of the country's top money managers.  As a result you can meet a broad spectrum of investment objectives, including long-term growth of capital and current income.   We help you plan for financial independence and long-term security.

Employee Benefits Plans, Pension & 401(k) implementation: We offer a benefits package to provide protection, security and preparation for life events.  We can help you decide which benefits to offer and implement in your business.

Business Succession Planning:  We help to ensure your company can survive the departure or death of an owner or key employee which adds long-term value to your growing business.  We can offer you life insurance to help address the loss of a key person, buy-sell agreements, and stock redemption funding.

Employee Financial Planning and Seminars:  Financial planning as an employer-sponsored benefit is an increasing popular program.  Through us, you can reward key executives, retain employees, boost participation in other company benefits,  enhance employee morale and productivity- all with potential overall cost savings to your business.

Executive Benefit & Deferred Comp Plans:  We can help you recruit, reward and retain valued employees, executive benefit and deferred compensation plans also provide valuable tax advantages to your business, including bonus plans,  cost-sharing plans, deferred compensation plans and other non-qualified retirement plans.