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Welcome to WSI Financial Partners, LLC


Thank you for visiting our website! We trust you find your visit useful. Please leave us a note about your visit and how we can improve or be of further service. Have a blessed day!

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7 Things you can control...when COVID-19 is stopping things in its tracks!

Our first priority is helping you take care of yourself and your family during these extraordinary events. As our nation and the world grapples with these tremendous challenges, it is imperative we prepare ourselves and families for the unexpected. To help you be prepared we are sharing 7 non-financial documents every individual should have in place.  We encourage you to watch this 13 minute video discussing the importance of these documents in your life. Our practice is offering to walk you, your friends and family  through these important documents by phone and/or virtual help. Please forward this link to all of your friends and family. There is no cost or obligation to this service. We want you to be prepared, safe and healthy during this crisis.

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COMPREHENSIVE FINANCIAL SOLUTIONS

Investment Solutions

We offer a comprehensive wealth management platform that gives you access to robust, well-diversified portfolios that are specifically geared toward your personal financial goals. Our investment process is designed to protect and grow wealth. It considers each client’s risk tolerance and aims to limit significant market losses.

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Medicare Planning

Since health care is one of the largest expenditures retirees face, Medicare planning is a key component of any successful retirement plan.  Access to quality healthcare is crucial for retirees to maintain their good health in order to enjoy the retirement they dreamed about during their working years!  

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Retirement Savings and Rising Taxes

The majority of Americans save their retirement assets in tax-deferred vehicles like 401(k)s and IRAs. But what happens when tax rates go up? If you can't accurately predict what tax rates will be when you take those dollars out, do you know how much of that money is actually yours?

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PROTECT YOUR RETIREMENT SAVINGS FROM RISING TAXES

If you’re like most Americans, you’ve saved the majority of your

retirement assets in tax-deferred vehicles like 401(k)s and IRAs.

But what happens when tax rates go up?

How much of your hard-earned money will you really get to keep? 

Unless you can accurately predict what tax rates will be when you take those dollars out,

you have no idea how much of that money is really yours.

So what’s the solution?   The zero percent tax bracket.

Why? Because if tax rates double, two times zero is still zero.

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