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How it Works
1 - Input Financials
3 - Determine Strategy
1 - Input Financials
Using a streamlined form, gather your financials. Wyman Tax Services enters your information the Wealth Builder Tool.
2 - Create Scenarios
3 - Determine Strategy
1 - Input Financials
Wyman Tax Services creates custom scenarios to view different outcomes, including the effect of pre and post-tax investments in long-term planning.
3 - Determine Strategy
3 - Determine Strategy
3 - Determine Strategy
See how each scenario affects future income, both taxable and non-taxable, to determine the best strategy.
Contact Us
Learn more about how the Wealth Management model can work for you. Click the button below and we will get back to you.
Meet Joe & Jan Chin
Meet Charles & Annette Jones
Meet Charles & Annette Jones
Joe & Jan are in their thirties and have many years to prepare for retirement.
Meet Charles & Annette Jones
Meet Charles & Annette Jones
Meet Charles & Annette Jones
Charles and Annette are in their early sixties and think they are too close to retirement for a meeting to make a difference.
Book a Company Workshop
Why Book a Workshop?
Companies want to retain their employees, and offer health benefits for higher production and job satisfaction. One type of health benefit is being financially sound. That’s where we come in.
With our Wealth Builder Workshop, we educate people in financial health, looking at how decisions made today impact the future, both from a tax perspective and long-term planning. Our presentation is free and all participants receive a highly discounted one-on-one meeting to dive into their personal finances, with no obligation to move their business to us. Our passion is educating people so they can make the most of their future.
Participant Take-aways
- How inflation, compounding, and pre/post tax accounts affect long term financials
- Learn the multiple elements that go into a healthy financial picture
- How to plan for the unexpected (like a recession)
- Discover hidden impacts most people don’t know about
- See the Wealth Builder model in action
Virtual or In-Person
Ready to get started?
Click the button below to schedule a Wealth building session today! $347