Wells Fargo Advisors Financial Network

 

Through the years, the investment and service principles of Whitlock Ellis Wealth Management have helped successful individuals and families reach their retirement goals, fund their children’s educations, and develop and build their life plans.

As you walk through our doors, you will find yourself in a place where your goals become our goals and we walk with you on the path to achieving your dreams. We believe Whitlock Ellis Wealth Management is truly a new era in managing wealth. We cherish the history we have built here in our community and the relationships we continue to build along the way.
 
With over 55 years of combined experience, and the coming together of an strong financial team, never have our strengths run so deep or our commitments run so far. We would like the opportunity to meet with you and find out if we can be of service in obtaining your dreams.
 
 
 Products and Services
 

  •   Advisory Investment Management Services

  •   Business Planning Services

  •   College Planning Services

  •   Estate Planning Services*                                     

  •   Fixed-Income Products

  •   Municipal Bonds

  •   Trust Services**

  •   Portfolio Management

  •   Annuities**

  •   Certificates of Deposit

  •   Equities

  •   Investment Planning Services

  •   IRA’s / Retirement Plans

  •   Priority Client Services

  •   401 (k) Services

  •   Retirement Income Planning

 

* Whitlock Ellis Wealth Management and Wells Fargo Advisors Financial Network, LLC do not provide tax or legal advice. Please consult with your tax and legal advisors before taking any action that may have tax consequences.
** Products/services are offered through affiliates of Wells Fargo & Company.
Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Taxable Equivalent Yield

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

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

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.

More Calculators →

Newsletters

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

There’s Still Time to Catch Up

Worker confidence in affording a comfortable retirement fell to a record low in 2011, but investors aged 50 and older may be able to make up for lost time by maximizing contributions to retirement plans and taking advantage of catch-up contribution limits. The accompanying chart shows the potential difference in accumulation by taking advantage of catch-up contributions.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

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