WHAT WE DO
Wealth Management
Like putting your foot on gas pedal, we can either mitigate risks or provide ways to maximize gains in your portfolio.
Insurance
While everyone knows that life insurance can help protect your family in the event of a tragedy, there are investments that let you leverage insurance for amazing tax-free growth.
Market Risk Mitigation
We have strategies to invest in the Stock Market and mitigation the risk. Do you want Stock Market gains but don’t want to lose a dime? No problem.
Wealth Management
Like putting your foot on gas pedal, we can either mitigate risks or provide ways to maximize gains in your portfolio.
Insurance
While everyone knows that life insurance can help protect your family in the event of a tragedy, there are investments that let you leverage insurance for amazing tax-free growth.
Market Risk Mitigation
We have strategies to invest in the Stock Market and mitigation the risk. Do you want Stock Market gains but don’t want to lose a dime? No problem.
WHAT MAKES W.M.P.L.A., INC. DIFFERENT THAN OTHER FIRMS?
About Us
We develop long term relationships with clients to guide them through the financial challenges in their lives. We strive to provide financial peace of mind by delivering tailored advice based on our clients’ goals. We want to help our clients pursue their hopes, dreams, ambitions and passions.
LATEST NEWS
Investors frequently reach out to us for fresh ideas in investing. When you say the word, “Insurance,” some people may roll their eyes, check their watch or find their attention going elsewhere. However, what most people may not know is that there are ways to leverage life insurance not for the death benefit, which you do get, but to take advantage of the tax code, specifically article 7702, where you can grow assets tax deferred over time. When you are ready, you can take it out of the account by loaning yourself the money. Because it is considered
Divorce is a complicated affair. It’s financially and emotionally exhausting. You have to split everything, have your finances and purchases scrutinized, the one you loved the most now becomes your adversary, you have to see who gets the kids and when, you may possibly lose half of your assets, plus, you have to go through your divorce terms with your lawyer, which is an emotional wreck of an experience unto itself. That is why good financial planning becomes crucial to maintain your financial sanity amidst emotional instability.
