U.S. Planning Group, Inc.

Wesley N. Price, CFP
Personal, Independent, Advice for a Carefree Retirement

 

 

Wesley N. Price is a CERTIFIED FINANCIAL PLANNERprofessional and a Senior Partner with U.S. Planning Group, Inc. He provides tailored solutions for pre- and post retirees.

 

Wes will work with you to build a trusting relationship and customize a plan that will help ensure success and comfort for you and your loved ones for years to come. Start living life carefree, call Wes today to schedule a complimentary consultation.  

  

 

 

Wesley's services are only available in the states where he is licensed to do business.  Those states include FL, IL, MI, SC, TN, and TX.

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HOT TOPIC: Breaking Down the Proposed FY 2013 Budget

The 2013 budget released by the White House on February 13 contains proposed fiscal measures that could affect the business and investment climate, the income tax code, and government spending. Considering that Congress will debate and discuss the budget in detail, many of these measures are unlikely to become law as proposed, but they may indicate future developments.

Bring Your Life Insurance Home From Work

Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

HOT TOPIC: Are Housing Troubles Standing in the Way of Growth?

In the wake of past recessions, the housing industry provided a meaningful economic boost. This time around, the pace of the recovery has been more sluggish than expected, and ongoing weakness in the housing sector may be to blame.

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May 23, 2012 @ 02:15 AM

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