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W Advisors LLC

Wealth Advisory Services

2289 West Street
Germantown, TN 38138

Phone:

(901) 410-8040

Fax:

(800) 396-9073

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Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

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Videos

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Personalized Financial Planning for
Families and Individuals

HOT TOPIC: Trade Roundup: New Tariff Actions and Rates

This article explains newly implemented and upcoming tariffs and their potential economic impact.

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Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

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What Is Asset-Based LTCI?

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

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What Happens to Your Time Horizon at Retirement?

Explores how investment strategy changes once retirement begins.

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Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

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.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Estate Taxes

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

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck