Watch our Wealth Plan video on why, where and how we plan, protect and grow your wealth.Learn More
Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.Learn More
Where will your retirement money come from? A sound approach involves closely looking at potential retirement-income sources.Learn More
Estate Planning to help preserve, protect and grow your assets for future generations.Learn More
Your Single Source
Welcome to Wealth Advisors Inc. an independent financial management firm in Rancho Santa Fe, California. We understand that individuals face unique challenges as their money grows. Life doesn’t get simpler; it becomes more complex. We can help solve the mystery of planning for today and tomorrow. Whether your goal is preparing for retirement, or dealing with complex business, estate and tax planning, our personalized and comprehensive services focus on your specific financial goals and objectives. Our professionals have over 30 years of wealth management and financial service experience. We can help you address all of your needs of today and for many years to come. We look forward to working with you through all stages of your life and hope to be your single financial source.Contact Us
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
How long does a $20 bill last?
Even low inflation rates over an extended period of time can impact your finances in retirement.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Do you have an estate strategy? You should.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Making the most of surprises is a great reason to work with us.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
How do the markets usually react to elections? Was the 2016 election any different?