As an independent planning firm and fiduciary, we can offer investment platforms that fit the individual investor, accounts such as a fee-based platform, fixed, annuities and mutual fund. We work with you to help set attainable goals. We help to identify key financial issues concerning those goals and prepare a list of strategies for achieving those goals.
We will then meet with you periodically to review your plan and make any adjustments needed. Each decade of life brings new challenges as well as new opportunities. Our Insurance department will help you explore these opportunities. We will help you define your insurance needs as your circumstances change with the different stages of life - insuring against life's unexpected changes.
We will then meet with you periodically to review your plan and make any adjustments needed. Each decade of life brings new challenges as well as new opportunities. Our Insurance department will help you explore these opportunities. We will help you define your insurance needs as your circumstances change with the different stages of life - insuring against life's unexpected changes.
Services
Put simply, financial planning integrates your resources with your goals and objectives. It also will provide direction and discipline to people looking for guidance on what to do and where to put their finances. Without direction and discipline, people typically make impulsive, random decisions: they buy insurance, invest in that "hot" stock, or adopt the latest tax strategy, often compounding problems that are difficult to reverse.
You have worked hard to accumulate your assets and may need a plan in place to protect them and your family in the event of something unforeseen such as death, disability, or declining health should occur. Our insurance department will help you define your insurance needs as your circumstances change with the different stages of life -insuring against life's unexpected changes.
Having the Proper Tax Planning is an Important Aspect of the Overall Financial Planning Process in Toledo, OH. Tax planning is crucial to your finances because it allows you to collect all of the necessary information to allow you to pay the lowest annual taxes possible.
This is what we would call a "tax efficiency" and should be an important part of your financial plan as an individual or as a business, but especially as an investor looking to build your wealth.The more you can reduce your tax liability and can maximize the amount you are able to contribute toward your portfolio or retirement plan increases the success of your investments.
This is what we would call a "tax efficiency" and should be an important part of your financial plan as an individual or as a business, but especially as an investor looking to build your wealth.The more you can reduce your tax liability and can maximize the amount you are able to contribute toward your portfolio or retirement plan increases the success of your investments.
Reviews (2)
Vicki Miller
Aug 24, 2021
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Kathy Zember
Oct 27, 2020
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We have used Whetro Financial for many years and they have been wonderful to us! Tim Whetro, owner, and his entire staff are the best! Honest, courteous, trustworthy, and efficient is how we would describe this team!! We trust Tim to make all the important decisions and he has enabled us to enjoy retirement.
