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
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
An increasing number have been developed to help individuals with their personal finances.
What can be learned from the savings rate?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Why are 401(k) plans, annuities, and IRAs so popular?
Recent changes in estate tax laws could affect the strategy you have in place.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
When do you need a will? The answer is easy: right now.
Understanding the cycle of investing may help you avoid easy pitfalls.