Detailed description is "People don't plan to fail, but fail to plan." My name is Mike Bond and I am the president of “Wealth Planning Solutions Inc.” (WPS). For nearly 20 years I have assisted hundreds of families as well as friends and family members with their estate planning needs. It was recommended that I reach out to you, in social media, to offer assistance with your own personal planning needs. . I have found that many have the misconception that the term “Estate Planning” is only for the wealthy, which is false. Your estate regardless of the size is simply the assets you have accumulated over the years such as your home, savings, 401K’s, IRA’s, real estate, life insurance, Etc.. This common misconception, as well as not knowing who you can turn to prevents many from implementing a plan that best suits their current and future needs and wants. I have found after assisting families that most were taken back on how easy the process was and wished they would have taken care of this long ago!. I know every family and individual is unique, and they have their own unique needs, wants, and concerns. Our mission during our first consultation is to assess your current situation, and assist you in the preparation of your plan from start to finish. In many cases we have found that some have a plan already in place and just needs to be altered based on their current situation.. Below you will find just some of the services we can assist you with, and should you not find something that pertaining to your current situation and have additional concerns please do not hesitate to contact us. Remember our motto “PEOPLE DON’T PLAN TO FAIL, BUT FAIL TO PLAN!”. . 1) “401K rollovers” You may have an old 401k plan from a previous employer or you are preparing for retirement and wish to rollover your plan to a traditional IRA. Providing you with options could be critical to your future needs! . 2) “Taxation on interest income” You may be getting taxed on interest from savings accounts, or dividends off stocks that you did NOT want to spend, but reinvest. You should know your options!. 3) “Taxation on social security benefits” You may be close to, or already have started receiving your social security benefits. Many are unaware that up to 85% of these be benefits can be taxed. In many cases you can reduce or eliminate this tax! . 4) “Provide income for life” You may have the fear like many others of outliving your money. This is one of the primary concerns for those nearing or already in retirement. With certain pension plans that may be exhausted after time, todays unstable economy, a critical illness, etc. this is a true and valid fear! With proper planning you can be guaranteed to never outlive your money!! . 5) “Reduce or eliminate risk on investments” You may have investments such as savings, IRA’s, 401K’s, that are exposed to risk and may be assessed fees against your account. As you are probably aware, many families lost a large percentage of these assets due to past market and economic conditions. With the markets at nearly historic highs, some who have stayed and endured are now back to or ahead of where they were when the markets were spiraling downward. I am sure you, like many others are concerned that we could see another major drop in the market. If you desire to have any of your money protected from market risk and fees while still providing a very good return, we can show you your alternatives!. 6) “Protection of assets due to critical care needs” You may have known or heard of someone who has inflicted with a serious illness and needed professional care. Many insurance plans do not cover all the expenses and families can literally go broke with out of pocket costs. A serious illness can occur at any age, and that is why you should protect all the assets you have worked a lifetime to accumulate!. 7) “Life insurance and life insurance reviews” You may currently have a life insurance policy in force. There are many reasons for life insurance, such as providing for loved ones in the event of premature death, funeral costs, taxation on estates etc. I would encourage you to have your policy reviewed to make sure it fits into your overall estate plan. Many people are completely unaware of the benefits and restrictions of their current policy, such as future rate increases, termination after time, or not having the advantage of the using the death benefit if the need arises for the critical care needs if the insured. I encourage you to assess your situation and determine what type or if any is needed! . 8) “Inheritance” You are more than likely to leave some sort of inheritance to your heirs upon your passing. As you know when a loved one passes, it is very hard on the loved ones they leave behind and many fail to have all the correct legal documents, and correct beneficiary designations in place which can cause quite a burden on your heirs. Failure to have the correct documents in place can tie up your estate in probate, and needless taxation on your assets. We work closely with some of the best elder law attorneys to prepare your documents so your loved ones will not have any problems when the time comes!. 9) “VA benefit planning” You or a loved one may be entitled to veterans benefits in the event you need long term care based on the government guidelines. If you or someone you know needs critical care and served in any branch of the military during active wartime please have them contact my office!. 10) “Medicaid planning” You may have known someone who has exhausted their life savings paying for long term care needs. Many families are unaware a vast majority of these assets can be protected when in the event someone needs care. If you know of someone whose health is failing and long term care is a possibility, I urge you to have them contact me to assess their situation and assist them in protecting as much of their estate as possible! .
Established in the recent years Wealth Planning Solutions Inc in saint-charles , missouri in united-states.
This is a well known establihment acts as one-stop destination servicing customers both local and from other of the city.
Over the course of its journey , this business has establihed a firm hold in the [category].
The belief that customer satisfaction is an important as it products and services , have helped this establihment garner a vast base of customers and continue to grow day by day
Foods is provided with high quality and are pretty much the highlight in all the events in our lives.
Sweets and food are the ideal combination for any foodies to try and this Wealth Planning Solutions Inc is famous for the same.
This has helped them build up a loyal customer base.
They have started a long journey and ever since they have ensure the customer base remains the same and growing month on month.
As they are located in favourable location , becomes the most wanted space for the tourist.
For any kind and assistance , it is better to contact them directly during their business hours.
Premises has a wide parking area and need to avail special permissions for parking.
Pets inside the premises are not allowed and require additional permission.
Cashless payments are available and extra charges for the credit cards are levid.
They are listed in many of the food delivery networks for home delivery with appropriate charges.
They accept cards , cash and other modes of payments
Tips are not actually encouraged but customers are willing to offer any benefit as needed.
There you can find the answers of the questions asked by some of our users about this property.
This business employs inviduals that are dedicated towards their respective roles and put in a lot of effort to achieve the common vision and goals.
It is a effortless task in communiting to this establishment as there are various modes available to reach this location.
The establishment has flexible working timings for the employees and has good hygene maintained at all times.
They support bulk and party orders to support customers of all needs.
Frequently Asked Questions About This Location
Qus: 1).what is the mode of payment accepted ?
Ans: Cash , Credit Card and Wallets
Qus: 2).What are the hours of operation ?
Ans: Open all days mostly from 9:30 to 8:30 and exceptions on Sundays. Call them before going to the location.
Qus: 3).Do they have online website?
Ans: Yes . They do have. Online website is - Website Link
Qus: 4).What is the Latitude & Longtitude Of the location?
Ans: Latitude of the location is 38.74617 Longtitude of the location is - -90.65347
Qus: 5).What is the phone number Of the location?
Ans: Phone number of the location is - (314) 492-4141
Qus: 6).What is the email of the business?
Ans: Email address is - info@wealthplanninginc.com
