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 Management - Four-Step Fiduciary Quality Management System*
- WelshireSM Wealth Protection - Helping you keep together what you've worked so hard to put together
- WelshireSM Wealth Services - Transparent, Proactive Service Focused on You
*© fi360, Inc. Used with permission
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Knowing the rules may help you decide when to start benefits.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator will help determine whether you should invest funds or pay down debt.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess whether you are running “in the black” or “in the red” each month.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
When do you need a will? The answer is easy: right now.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Have you explored all of your choices when it comes to managing your taxable income?
Do you have causes that you want to support with donations? Here are three tips.
$1 million in a diversified portfolio could help finance part of your retirement.