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Welcome to WMBURT™ ADVISORS WEALTH MANAGEMENT LLC

Independent but not solo

Comprehensive financial planning, though personalized, is never a solo act. You may use the services of a physician, but the doctor depends on other resources to serve your wide-ranging health needs. Similarly, financial planning is not just number crunching and forecasting. Calculators are available to anyone serious about computing their financial future. That is a solo act. It is rare to find a self-made soloist. Usually the soloist is surrounded or accompanied by other talent. On their journey toward success they have employed others to maximize their performance and enhance their training. The best are surrounded by trusted consultants. WMBURT ADVISORS™ WEALTH MANAGEMENT LLC – Independent but not solo. We are encircled by other trusted consultants who, as needed, participate to bring planning proficiencies that serve the diversities of our clients.

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Newsletters

Extreme Weather and Your Home Insurance: How to Navigate the Financial Storm

Details rising rates, restricted coverage, and insurers exiting high-risk areas.

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Test Your Knowledge of Estate Planning

Taking this quiz may help increase understanding of estate planning.

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HOT TOPIC: Bond Market Volatility: What Could Higher Yields Mean for Your Money?

This article discusses why U.S. Treasury yields have risen sharply and the potential impacts on consumers, businesses, and investors.

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Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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Calculators

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Disability Income Insurance

How much Disability Income Insurance do you need?

Life Expectancy

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

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

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