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 December 2006, we welcomed Questar Capital Corporation as our new broker/dealer.  Questar Capital Corporation is a national securities broker/dealer and registered investment advisor based in Ann Arbor, Michigan.  Through Questar Capital Corporation, 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)
  • Financial Advisory Services 
  • Tax Services can be referred to a Qualified Professional.
  • A variety of Insurance Products, including life, health and equity indexed annuities. 
  • Business Brokerage through CalGroup, Inc. (with Ken Shedleski)

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!

 

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

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.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Tax-Deferred Savings

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

More Calculators →

Most Recoveries Are Announced Months After They Begin

Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.

HOT TOPIC: Moving Forward from the Credit Crisis

On Monday, September 15, 2008, the country awoke to news that three of the nation's largest financial institutions were unable to survive without help. Now, more than a year after that fateful September day, the economy shows signs of stability.

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

How Health-Care Expenses Could Affect Your Retirement Lifestyle

Given the discussion over the future of U.S. health care, is it time to recalculate how much money you will need to pay for medical care in retirement?

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