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
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.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Being healthy not only makes you feel good, it may also help you financially.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine your potential long-term care needs and how long your current assets might last.
Estimate your monthly and annual income from various IRA types.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Determine if you are eligible to contribute to a traditional or Roth IRA.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Estate conservation is too important to put off. Do you have a smart exit strategy?
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.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Are you ready for retirement? Here are five words you should consider.
Have you explored all of your choices when it comes to managing your taxable income?