Your Financial Future
Welcome to Bair Financial Planning an office of the Wealth Consulting Group.
Since 1992 we have been helping successful business owners, female CEO's and LGBT executives make important financial decisions that impact their future. Whether you’re facing retirement, looking to better understand your investments or get a full understanding of your finances as Certified Financial Planner TM professionals we can help you address your most pressing money questions.
Our first priority is your overall financial success. We are independent & objective, meaning we are not captive to a certain company or product. We want to learn more about your personal situation, identify your dreams and goals and help you put together a game plan that will help you work towards your goals.
Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
We can help you align your values with your investments by investing in companies that have a positive history of human rights, are sustainable & socially aware along with open transparency and corporate governance. We feel we have a responsibility to support our community and these companies that are making a positive impact in our world.
Even though our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance, nothing beats a face to face personal conversation so please contact our office directly to set up a time to meet in person to review your goals.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
For many, retirement includes contributing their time and talents to an organization in need.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
It's easy to let investments accumulate like old receipts in a junk drawer.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Taking your Social Security benefits at the right time may help maximize your benefit.