We Believe in Safer Money Strategies Our philosophy:
· Safety first - Protection of principal!
· Competitive returns
· Keep it simple!
At WilSave, we help our clients protect their principal from market declines while getting competitive returns in both totally safe and risk managed portfolios. We deal with two main categories of money:
1. Money totally protected from market risk. Our clients feel that a portion of their portfolios should be completely protected from market risk. We keep that money safe and get them a reasonabl
05/15/2023
Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that’s more hype than truth:
What You Need to Know About Social Security Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
05/12/2023
College, kids and costs.
Getting a Head Start on College Savings A few strategies that may help you prepare for the cost of higher education.
05/10/2023
Retirement Calling: Do you understand all your options?
Roth 401(k) vs. Traditional 401(k) This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
05/08/2023
Bi-weekly mortgage payment can potentially accelerate your mortgage payoff. Sound interesting?
Bi-Weekly Payments This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
05/05/2023
Compare your taxable investment to a tax-deferred one. The results may surprise you.
Comparing Investments This calculator compares the net gain of a taxable investment versus a tax-favored one.
05/03/2023
Finding the proper for your means knowing what is covered by the association’s insurance.
A Brief Guide To Condo Insurance Important items to consider when purchasing condo insurance.
05/01/2023
Without your knowing, your investment portfolio could be off-kilter. What to look for in this message.
Why Regular Rebalancing Makes Sense Without your knowing, your investment portfolio could be off-kilter.
04/28/2023
A windfall from a loved one can be both rewarding and complicated. Learn how to cope with such an outcome with this message.
Managing an Inheritance A windfall from a loved one can be both rewarding and complicated.
04/26/2023
“The only things certain in life are death and taxes.” Benjamin Franklin
The Other Sure Thing Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
04/24/2023
You are unique. Your goals and needs should be the basis of any financial strategy you follow.
A Look at Whole Life Insurance Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
04/21/2023
Are you worried about outliving your retirement savings? You are not alone.
My Retirement Savings Estimate how long your retirement savings may last using various monthly cash flow rates.
04/19/2023
U.S. Service Members should consider taking advantage of programs that are available.
Personal Finance Tips for Military Families Military families face unique challenges, making personal finance even more critical.
Here at Wilsave Financial, we know how hard everyone works to earn money and save money. We don’t want to see anyone lose money because they put their money in a place where they have volatility or risk because of a market downturn.
At Wilsave Financial, we put our clients in products that will keep their principal and interest protected and they no longer have to worry about whether the market is up or down. No more roller coaster ride up and down year after year only to watch one bad year wipe out half your money.
At Wilsave Financial, we believe everyone should keep some of their money in a place where the principal and interest is protected from loss. If you want some of your hard earned money in a place where the principal and interest is protected, please call us and set a time to meet with one of our representatives and we will be happy to completely explain your alternatives and introduce you to a product we believe might be right for you.
We deal with two main categories of money:
1. Money totally protected from market risk. Our clients feel that a portion of their portfolios should be completely protected from market risk. We keep that money safe and get them a reasonable rate of return.
2. Money in the market with risk management techniques designed to limit losses during market downturns. With the volatility in the market, an eye on the downside is very important. Risk management helps limit losses. When you lose less, you can make more over the long term. These techniques are important for investors of all ages. To learn more about this, please contact me.
Go to www.wilsave.com or e-mail me at [email protected] to set up a meeting.
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and WilSave Financial are independent of each other
What we offer?
Financial planning, financial advice, wealth management, professional risk-managed portfolios, stocks, bonds, mutual funds, exchange traded funds, annuities, REIT's, life insurance, long term care insurance, 401(k)'s, tax free and tax deferred strategies.
Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered by Brookstone Capital Management.