A comprehensive approach to achieving financial goals, it’s what we do.
 
McCord & Wheeler Financial Services, PLLC is a full service Wealth Management Firm providing a range of offerings from tax, accounting, *investment and risk management to retirement and estate planning. Our focus is on medium to high net worth individuals, specializing on the small business owner.
 
Welcome to our Website – an information resource designed to help you learn more about personal finance. You will find a wealth of information in the form of newsletter articles, calculators, research reports and e-seminars. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. Our firm created this website to help you gain a better understanding of the financial concepts behind *investing, retirement, estate planning, insurance and financial preservation.  We hope these tools provide you with an understanding of who we are, while giving you fast, easy access to market performance and data.  Please check back often, because we’re constantly adding new material. If you have a specific question or want more information, click on Contact Us, drop us an e-mail at info@wheelerfinancial.net or give us a call at 859.219.2400, we’re ready to help.

  

*These services are offered by Lafe Wheeler through his affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM.
Calculators

Life Insurance

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

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators →

Newsletters

HOT TOPIC: European News Causes Market Mood Swings

In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

Insurance for Two Could Benefit Your Heirs

Survivorship life insurance offers a way to help a couple's heirs pay estate taxes, probate costs, and other final expenses — and could be especially important after 2012 when the federal estate tax is scheduled to be significantly higher. Even if the estate tax doesn't apply to an estate, the insurance proceeds could benefit heirs or a favorite charity.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

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