WFP SECURITIES & WESTERN FINANCIAL ADVISORS

 WFP Securities Corporate Office

 

WFP Securities is a Southern California based Independent full service securities firm and Western Financial Advisors is an SEC Registered Investment Advisor. Both are divisions of WFP Securities Corporation, which was approved for membership with the Financial Industry Regulatory Authority, Inc. in 1994.  WFP Securities is well established with branch office locations thoroughout Southern California.

 

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Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

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.

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Getting Something for Giving

Charitable trusts may help your charity of choice while also providing you with potential tax benefits.

An Extra Layer of Protection

Umbrella liability insurance can help protect a family from the financial ruin that a civil liability trial could bring.

Pursuing Both Growth and Value

Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.

How Health-Care Expenses Could Affect Your Retirement Lifestyle

Given the discussion over the future of U.S. health care, is it time to recalculate how much money you will need to pay for medical care in retirement?

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July 30, 2010 @ 06:21 AM

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