Do You Have A Plan? Let's Talk!
We believe in personalized strategies tailored to each client’s unique goals, values, and financial solutions. With a commitment to exceptional customer service and fiduciary responsibility, WFG offers competitive pricing for investments and fee based management, globally diversified portfolios, tax-efficient strategies, and rules-based rebalancing.
Our one-on-one approach considers your individual goals, objectives, and concerns.
Personalized, High-Quality Service You Deserve.
Welcome to Wilmer Financial Group, the place where we're passionate about delivering personalized, top-notch financial services to individuals, families, and businesses.
Drawing on over a decade of expertise, our speciality lies in creating innovative wealth and financial planning strategies that offer our clients clear direction, stability, and enhanced fiscal well-being.
Recognizing that each client brings a unique set of needs, we pride ourselves on our individual-focused approach. We take the time to understand your goals, objectives, and worries in-depth, and then craft tailored solutions that resonate with your specific requirements.
Our dedication to offering comprehensive information ensures that you possess the knowledge and self-assurance to make enlightened financial choices. At Wilmer Financial Group, we deliver a spectrum of services, each thoughtfully tailored to match your specific needs.
Straightforward, Easy-to-Understand Guidance
Navigating the journey to retirement can be complex and overwhelming. At Wilmer Financial Group, we believe in providing straightforward and easy-to-understand guidance to help you overcome challenges and obstacles you may face on a daily basis
Creating Personal Connections with Each of Our Clients
We built our business on the foundation of honesty and integrity. Our commitment is to know each of our clients individually, forging personal connections that allow us to understand your unique circumstances and financial aspirations. We strive to deliver the customized and high-quality service you deserve.
Customized Strategies for Each Client
We understand that no two clients are alike. That's why we take a careful and strategic approach to create customized, holistic plans tailored to your individual needs. Our goal is to empower you to retire with confidence, knowing that your financial future is in capable hands.
Our Services
At Wilmer Financial Group, we appreciate the individuality of each client. This is why our dedicated team adopts a one-on-one approach. We commit ourselves to thoroughly comprehend your ambitions, objectives, and concerns in order to devise solutions customized to your specific needs. We are dedicated to providing extensive information to ensure that you're equipped with the necessary knowledge and confidence to make informed financial decisions.
In our services section, you'll find a range of offerings meticulously tailored to meet your unique requirements, to reflect our commitment to individual needs. Our range of services aims to equip you with the right tools to navigate your financial journey.
Investment Planning:
Diversified portfolios:
- Investments: The firm focuses on recommending investments that have competitive fees and expenses.- Globally diversified portfolios: Investments are diversified across different asset classes and international markets.- Tax-efficient portfolios: Strategies are employed to minimize the tax impact on investment returns.- Rules-based rebalancing: Portfolios are periodically rebalanced based on predefined rules to maintain target asset allocations.
Tax Planning:
Roth IRAs and LIRPs:
- Roth IRAs and LIRPs: Strategies are explored for utilizing Roth IRAs and Life Insurance Retirement Plans (LIRPs) as tax-efficient investment vehicles. - Roth conversions: Advice is provided on converting traditional retirement accounts to Roth IRAs. - Tax loss harvesting: Strategies are employed to offset capital gains by selling investments at a loss. - Tax-efficient strategies: Recommendations are made to optimize tax outcomes through various investment and planning strategies.
Retirement Planning:
Budgeting strategy:
- Assistance is provided in creating a budget and developing a savings plan for retirement. - Retirement accounts: Guidance is offered on various retirement accounts such as 401k, 403b, 457, HSA, and TSP. - Social Security optimization: Strategies are explored to maximize Social Security benefits based on individual circumstances. - IRA options: Advice is given on different types of Individual Retirement Accounts (Traditional, Roth, SEP, SIMPLE).
Legacy Planning
Legacy Planning
- Proper legacy planning and preservation is a cornerstone of any successful retirement plan and helps ensure that your wishes will be respected, and your loved ones are taken care of. Legacy planning is a multifaceted process that can be used for a variety of purposes, from helping to preserve your assets for future use to transferring your wealth.
Insurance Planning:
Life insurance:
Recommendations are made regarding life insurance coverage based on individual needs. - Disability insurance: Guidance is provided on protecting against the financial impact of disabilities. - Home and Auto insurance: Assistance is offered in selecting appropriate coverage for home and auto insurance. - Long-Term Care insurance: Recommendations are given for long-term care insurance to address potential future needs.
Social Security:
Social Security
"Understanding the complexities of Social Security benefits is crucial for planning your financial future. At [Financial Advisor Firm Name], we provide expert guidance to help you navigate your Social Security options, ensuring you make informed decisions that align with your retirement goals."
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How Money Works
Money makes the world go round, but money can truly be an enigma. DK’s visual approach breaks new ground. In graphics, charts, and diagrams, How Money Works demystifies processes and answers the hundreds of financial questions we all have.
Money facilitates the billions of transactions that take place every day across the globe. Using ‘need to know’ boxes, step-by-step diagrams, and other eye-catching visuals,
How Money Works shows you how this is possible. It explains economic theories, how governments raise and control money, what goes on in the stock exchange, how analysts predict where shares are heading, and many other issues. It explains terms such as quantitative easing, cash flow, bonds, superannuation, and the open market.
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Frequently Asked Questions
Q:
Complimentary Initial Conversation?
The initial Discovery Meeting with Wilmer Financial Group does not require compensation. It serves as an opportunity to discuss your financial goals and explore how we may be able to assist you. Schedule a call with us today!
Q:
Location-flexible Meetings?
Wilmer Financial Group values client convenience and understands that in-person meetings may not be necessary for all clients. We offer virtual meetings as an efficient alternative, allowing clients to save time.
Q:
Fiduciary Responsibility?
As a fiduciary, Wilmer Financial Group is committed to acting in your best interests. We prioritize your needs and goals, putting your financial well-being above their compensation or other considerations. It is our responsibly to help serve.
Q:
Account Minimum?
Wilmer Financial Group believes that unbiased custom financial advice should be accessible to all, regardless of net worth or age. We do not have any account minimums, helping to ensure that everyone can receive tailored guidance.
Get in touch with us
At Wilmer Financial Group, we are committed to providing innovative financial and wealth planning strategies that lead to clarity, stability, and overall financial health. We believe in truly understanding your goals, objectives, and concerns to create customized solutions that align with your needs. Our commitment to providing comprehensive information helping to ensure that you have the knowledge and confidence to make informed financial decisions.
At Wilmer Financial Group, we offer a range of services tailored to your specific requirements. From investment management and retirement planning to insurance and tax planning, we provide the expertise and guidance you may need to navigate the complexities of your financial journey. Our experienced team is here to assist you every step of the way, designing strategies that reflect your individual circumstances and aspirations.
(850) 801-7526
714 N De Villiers St
- Monday - Friday, 8:00 am - 5:00 pm
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