Reading and Understanding Your College Bill

Reading and Understanding Your College Bill

Avoiding Late Fees, Duplication of Health Insurance Premiums & Interest Charges Just as you carefully review your credit card statements, you should look through your student’s college billing statement line by line – reading for both understanding and...

Client Story: Confident Choices

Can we afford to continue living where we are? An older gentleman in his 80’s found us on the suggestion of his family and friend. His family knew he was worried about his situation, so they encouraged him to ask around for a referral. He asked a good friend who...

Client Story: Unexpectedly Widowed

A client of ours referred his Mother-In-Law who had recently lost her husband.  He was a healthy man, and the loss was clearly unexpected.  Sue was in her early 70’s, and her husband had handled their financial affairs completely for decades.  She was suddenly thrust...

Client Story: The Busy, Pre-Retiree Couple

Melissa and Luke are two hard working professionals, busy with their careers and raising two teenagers.  When it came to managing their finances, they had been content to be DIY investors and maintained their accounts at a large mutual fund company.  During a phone...
Our Commitments to Value Added Services

Our Commitments to Value Added Services

We want to help you plan your financial future. WPC understands that every client is unique and has their own specific goals. We are here to listen before we speak, we want to know exactly what your plans are. Utilizing our experience and knowledge, we will help you...