Financial Services Team: Keitha, Charlene, Amy, Wade. As an independent firm Charlene Wehring has the freedom to offer services and solutions geared toward each client’s unique situation and needs (no sales quota or limited product lines). She’ll help you understand how a personalized financial strategy can withstand fluctuations in the markets or unexpected life events. Together she builds a “road map” that allows you to make wise decisions with appropriate but realistic financial objectives and goals.
We create strategies that are tailored to your needs and goals.
This is our wonderful team of dedicated professionals. Everything your money touches, and most importantly how much of it you get to keep after taxes, is the key to real financial strategy. As Advisors who are CPA’s and EA’s we are well versed in the up and down complexities of both tax and tax smart financial strategies. This allows us to consider and advise on our client’s financial life from top to bottom. Tax Planning: FOR FAMILIES Commonly, individuals and families neglect tax planning until the final months leading up to the tax filing deadline. Implementing tax strategies throughout the year, may allow a reduction n the taxes you pay or avoid unnecessary taxes. We help identify possible solutions and assist with tax return preparation. Tax Planning FOR BUSINESS OWNERS: We offer sound advice and guidance on the many financial complexities of running and owning a business, including how to minimize tax liabilities
Years of experience have prepared us to guide you through all the areas of your financial life.
PLANNING CONFIDENCE TAKES TAX ALPHA! Tax Alpha is Value Added to our Client’s Financial Plan by Optimizing Sound Tax Smart Strategies. If Alpha is the return generated by an advisor’s skill in selecting and managing investments, then Tax Alpha protects that return and generates a boost by making sure that taxes don’t eat away more of a client’s wealth than absolutely necessary. Our firm delivers Tax Alpha through our ability to gain insights from our clients’ taxes and leverages that information to provide them with a holistic view of their financial plans. THE WEHRING ADVANTAGE, We’re a One-Stop Resource. Our comprehensive array of services encompass taxes, financial services, investments and accounting. As Advisors with solid tax experience, we have an advantage in developing strategies to MAXIMIZE the money you keep after taxes.
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
PLANNING to avoid pain down the line means CONFIDENCE in financial goals at every age and stage of life. Common Questions & Concerns We Address: “When can I retire and, more importantly, will I make it?” “Can I afford to send my child to college?” “What’s the risk in my investment portfolio?” “How can I reduce taxes?” “How can I create a steady stream of income that lasts through retirement?” “Should I roll over my 401(k)?” “How can I maximize my Social Security benefits?” Our Services & Strategies Include: Business Planning Taxes & Accounting Business Retirement (for owner & employees) Succession (Exit) Buy & Sell Retirement Planning* Investments
Want to learn more about retirement, social security, insurance protection,or estate strategies? We have a wealth of resources.
At Wehring Wealth Management, Expect Hugs Not Handshakes!
When clients visit our office, they find an approachable, caring team.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success.