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WelshireSM Capital, LLC
Who We Are

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WelshireSM Capital Wealth Planning, Protection and Management

Our Mission:

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

  1. WelshireSM Wealth Planning - Fostering True Wealth
  2. WelshireSM Wealth Protection - Helping you keep together what you’ve worked so hard to put together
  3. WelshireSM Wealth Management - Four-Step Fiduciary Quality Management System*
  4. WelshireSM Wealth Services - Transparent, Proactive Service Focused on You

*© fi360, Inc. Used with permission

 

Helpful Content

Systematic Withdrawals in Retirement

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Your Cash Flow Statement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

 

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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