WelshireSM Capital, LLC
Who We Are
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WelshireSM Capital Wealth Planning, Protection and Management
Our passion is to creatively inspire our clients to live their lives to the fullest through helping them identify and attain their personal and financial goals. We accomplish this mission through education, communication, and striving for consistently remarkable service and results.
Our Value Proposition
- WelshireSM Wealth Planning - Fostering True Wealth
- WelshireSM Wealth Protection - Helping you keep together what you’ve worked so hard to put together
- WelshireSM Wealth Management - Four-Step Fiduciary Quality Management System*
- WelshireSM Wealth Services - Transparent, Proactive Service Focused on You
*© fi360, Inc. Used with permission
Doubling Your Money
This calculator demonstrates the power of compound interest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
$1 million in a diversified portfolio could help finance part of your retirement.
When do you need a will? The answer is easy: right now.
There’s an alarming difference between perception and reality for current and future retirees.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Are you ready for retirement? Here are five words you should consider.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.