Welcome to Wealth Designs
We are a full-service financial planning firm dedicated to providing effective solutions to our clients' diverse and ever-changing financial needs. With our experience, we seek to assist you, the client, in pursuing your goals by designing a custom strategy and implementing a successful plan for your financial future.
This website will help you gain a better understanding of the concepts behind insurance, investing, retirement, estate planning, and wealth preservation. We hope your visit to this site will help you understand the opportunities and potential rewards available by taking a proactive approach to your personal financial situation. We also hope that in visiting our site you become more acquainted with our firm, Wealth Designs.
We invite you to take advantage of this resource and to visit us often. In addition to visiting us online, we encourage you to meet with us in person by scheduling a one-on-one consultation.
Alan E. Watson
CHARTERED FINANCIAL CONSULTANT
ACCREDITED INVESTMENT FIDUCIARY®
OWNER AND MANAGING MEMBER
Newsletters
-
Looking for Value with P/E Ratios
Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.
-
SECURE Act Changes That Matter to Small Employers
The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.
-
HOT TOPIC: Pandemic Relief Measures and Your Tax Return
This article discusses various tax issues stemming from the two tax relief bills passed in 2020 in response to the pandemic and how they may affect you.
-
Telemedicine: The Virtual Doctor Will See You Now
Many large employers offer telemedicine programs in their benefit packages. Do you know the potential advantages of telemedicine?
Calculators
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
-
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.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.