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
Life and Death of a \$20 Bill
How long does a $20 bill last?
Raise Your Retirement Income
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Are Women and Financial Strategies a Mismatch?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A letter of instructions provides additional and more personal information regarding your estate.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
Estimate the potential capital gains taxes due on your transactions.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
When do you need a will? The answer is easy: right now.
Learning more about gold, and its history, may help you answer that question.
Recent changes in estate tax laws could affect the strategy you have in place.
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.
What does your home really cost?
There’s an alarming difference between perception and reality for current and future retirees.