Our Services

Wealth Insight Network offers a wide range of services to help you meet your financial needs including :

Investment Planning :  Intergrated Asset Allocation & Portfolio Design, Customized Asset Management Programs, Diversification Strategies, & Alternative Investments.

Tax Planning :  Income Tax & Estate Tax Planning, Tax-Advantaged Investing, & Charitable Planning.

Income Protection & Asset Preservation :  Long-Term Care, Disability Protection, Income Replacement, & Creditor Protection.

Retirement Planning :  IRA Rollover & Distribution Planning, Income Projection Analysis, Fixed Income Strategies, & Qualified Plan Design & Compliance.

Business Planning :  Business Succession, Buy-Sell Agreements, Non-Qualified Retirement Plans, & Key Employee Retention.

Estate Planning :  Wealth Transfer & Tax Reduction, Charitable Gifting, & Trust Services.

Insurance Options :  Life Insurance Analysis & Design, Long-Term Care,& Disability Protection.

Education Planning :  Coverdell Education Savings Accounts, 529 College Savings Plans, Uniform Gift to Minors Act/Uniform, Transfer to Minors Act Accounts & Trust Services.

Special Situations :  Divorce & Incapacity & Control of Assets.

Debt Management :  Creditor Protection & Efficient Credit Management.

We also offer other services such as Tax Planning/Preparation, Financial Statements Preparation and other Accounting Services for individuals and small businesses through our affiliated company, Rusty Roush, CPA, P.C.

Wealth Care Techniques - Each client situation is unique and we are committed to finding the right solutions for you.  The economic and political environment is ever changing and the constant barrage of new and amended tax legislation is also a challenge.  Wealth management is a lifetime commitment and we are here to provide you the Insight to achieve your goals.

Annual Wealth Care Check-Up - Wealth Insight Network offers a free, no obligation review of your entire Wealth management program.  The foregoing issues are addressed in detail with you.  Together we can establish a plan that works for you.  Contact us at (806)358-2206 to set your appointment.