INDEPENDENT, UNBIASED FINANCIAL SOLUTIONS!

It is never to late to plan for your future.  But many people put it off because it seems like such a daunting task. There are too many choices and who can I trust to guide me?  With the help of a skilled financial professional who is interested in your specific needs and knowledgeable about the choices, you direct your own destiny.

Our staff of professional agents specialize in assisting people in designing their preferred lifestyle.  We are a family of certified, competent, service-oriented and experienced professionals dedicated to helping you reach your personal financial goals with a full range of financial products and solutions designed to meet your specific financial needs.

Wealth Professionals, Inc. was established in 1999 and in July, 2011 we welcomed Sterne Agee Financial Services, Inc. as our new broker/dealer.  Sterne Agee Financial Services, Inc, is an affiliate of Sterne Agree Group.  The Sterne Agee Family of companies is one of the oldest and largest privately-owned brokerage firms in the country, servicing clients in all 50 states.  For over 100 years, Sterne Agee has served the investment needs of its clients through various economic and market conditions.  Through Sterne Agee Financial Services, we can offer invaluable services and investment products to our clients:   

  • Individual Money Managers/ Wrap Fee Accounts
  • Stocks and Bonds & Mutual Funds 
  • Annuities (fixed/variable) 
  • 401k Services 
  • Tax Services can be referred to a Qualified Professional 
  • A variety of Insurance Products, including life and health.

To learn more about how we can help you reach your personal and financial goals through our exemplary advice and products, you can contact us:  Toll Free: (800)396-3624 or (570)648-6061.  We offer free, no-obligation consultations!
Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Savings Accumulation

Estimate the future value of your current savings.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

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Newsletters

Small Companies Face Costly Cybersecurity Threats

For many small businesses, the Internet is an important tool, but cybersecuity risks are growing. 40% of all targeted Internet attacks are now directed toward companies with fewer than 500 employees, and just over half of small businesses have a basic cybersecurity plan. This article provides tips to the small business owner about how to shore up their online defenses.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

Investing in the Future

Due to the fiscal struggles of state governments, in-state tuition and fees at public four-year colleges and universities rose dramatically for the 2011-12 school year. The cost of private institutions also continues to increase. This article presents information on the cost of a college education and how a 529 plan may be a helpful savings vehicle.

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

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