From helping organize your assets to implementing investment and risk management strategies, while working with you to develop your financial and estate plans – you will find it all under one roof.
It can be a challenge to communicate financial goals across generations due to the emotionally-charged nature of the subject. These discussions around wealth are complicated, emotional, and best held in third-party settings. Let our experienced team help facilitate a family meeting to bring everyone onto the same page.
Wealth planning is the art of understanding you, your family, what makes you unique, and what you want to accomplish most in life. This, integrated with the science of risk mitigation strategies, investment planning, tax planning, and estate planning, helps us create a plan for you that weathers any of life’s expeditions.
Small business offerings
We offer planning specific to business owners along with custom-tailored employer retirement plan solutions. We know that running a business is challenging, but you don’t have to do it alone. Let us be your partner in entrepreneurial success.
1031 DST Real Estate Services
Are you selling and looking to 1031 your proceeds to keep from paying taxes, but simply don’t want to deal with managing the real estate anymore? At WR Wealth Planners, we offer the ability to facilitate this transaction and take the headache of property management off of your shoulders through a partnership with Bluerock, an industry leader.
“It’s not about what you make, it’s about what you keep.” We couldn’t agree more. Let us show you the way to shelter and avoid unnecessary taxation of your income and estate.
Most firms believe diversification is simply stocks and bonds. At WR Wealth Planners, we know that true diversification is achieved by investing across all asset classes including commodities, alternative investments, and real estate.
Although a settlement may look equitable in today’s terms without the planning of a Certified Divorce Financial Analyst, the settlement could be anything but. We can show you the major difference between equal and equitable.
You’ve worked a lifetime to build wealth and your estate, let us show you how to protect that in today’s litigious society.
Trustee responsibilities can be overwhelming, especially when a new generation has to take them on without warning. We are proud to offer corporate trustee services to make the wealth transfer between generations smooth and simple.
Investable Health savings accounts (HSA)
Health savings accounts are quickly becoming a popular choice, as they offer a premier medical expense savings vehicle and triple tax favorable benefits. Here at WR Wealth Planners, we have the ability to invest your dollars in an effort to get you the maximum return on your health savings.
Private Client Banking Services
For our premier wealth planning clients, we offer the most competitive rates for checking and savings accounts in Mid-Missouri.