A comprehensive approach to achieving financial goals, it’s what we do.
 
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

Loan Payoff

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

Taxable Equivalent Yield

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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

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Newsletters

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

Using Living Benefits for Retirement Income

Many Americans are finding it difficult to predict how much they can save by retirement. Because traditional pensions are available to just one out of three workers today, a potential way of creating a guaranteed income stream in retirement is to purchase the guaranteed living benefits that are available with some variable annuities.

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

Keeping Pace with Social Security

In 2012, Social Security beneficiaries will receive a 3.6% cost of living increase for the first time in three years. But a recent study suggests that benefits are lagging far behind real expenses. This article explains how Social Security benefits are indexed and what older workers and retirees might expect from the program in the future.

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