Welcome to WealthPro Financial
WealthPro Financial is a comprehensive financial services firm specializing in portfolio construction and management with a commitment to helping you improve your long-term financial success. Our programs are investment platforms are designed to grow and conserve your wealth by offering a wide array of financial services, investment choices, and an unprecedented level of personalized service. The WealthPro business model is "client-centric" and unlike many of our competitors, we do not take on more clients than we are effectively able to have meaningful relationships with. Our high level and commitment to this personalized service and attention to each of our clients portfolios makes it necessary for us to limit our client base to primarily high networth investors and those who appreciate the value of professional and unbiased asset management.
If you are interested in this degree of service and expertise, I encourage you to explore our site and learn more about the services we provide. While our website is designed to provide conveneint and fast access to a wide range of information, it is not a substitute for the individual attention we strive provide our clients with. Should you have any questions or would like more information on our firm, please feel free to email us or call us at (480) 699-8448 . We look forward to hearing from you.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Understanding the economy's cycles can help put current business conditions in better perspective.
It may help your business be better prepared in the event of the death of a principal or key employee.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
It's important to make sure your retirement strategy anticipates health-care expenses.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to compare the future value of investments with different tax consequences.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine your potential long-term care needs and how long your current assets might last.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A bucket plan can help you be better prepared for a comfortable retirement.
The decision whether to buy or rent a home may have long-term implications.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
What if instead of buying that home, you invested that money?
There are hundreds of ETFs available. Should you invest in them?
If you died, what would happen to your email archives, social profiles and online accounts?