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  - Download 401k Services Flyer (.pdf)
  • Tax Services can be referred to a Qualified Professional 
  • A variety of Insurance Products, including life, health and equity indexed annuities.

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, Shamokin Area (570)648-6061, or Selinsgrove Area (570)884-3285.  We offer free, no-obligation consultations!
Calculators

Disability Income Insurance

How much Disability Income Insurance do you need?

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Newsletters

What Kind of Investor Are You?

Although most Americans seem to understand that investment involves risk, there is a wide spectrum in how much risk each investor is willing to assume. Among the factors to consider are comfort level, time horizon, and net worth. This article helps investors to consider their appropriate level of risk.

Ways to Save More

About two out of three American workers are saving for retirement, but less than half are confident that they will save enough money to live comfortably during their retirement years. This article includes suggestions for readers to take small steps that could make a big difference when they are ready to retire.

HOT TOPIC: The Federal Estate Tax Is Back and May Be Here to Stay

The estate tax has been reinstated after being allowed to lapse in 2010. The new estate tax provisions are the most generous in decades — but they are temporary. A far more stringent estate tax is slated to take effect after 2012. Fortunately, a properly structured trust may help some families reduce their potential exposure to the estate tax.

Retaining MVPs with Executive Bonus Life Insurance

An economic recovery is likely to bring more job opportunities to top performers, but it could prove costly for businesses to replace productive employees who decide to leave. An executive bonus plan funded with cash-value life insurance can be used to reward and retain an organization's most valuable employees.

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