WM FINANCIAL

4801 Glenwood Ave Ste 200
Raleigh, NC 27612

Phone:

(919) 247 - 4286

Fax:

(919) 516 - 0328

E-mail:

william@wm-financial.com

Calculators

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Contact Us

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William Moore Financial Advisor Raleigh, NC

WM Financial was created to give successful professionals and retirees more time to focus on what is most important in their lives. By using the most up to date technology WM Financial makes it as easy as possible to work with us. With our personal virtual meetings we can reduce the time needed for personal financial meetings, leaving you with more time to invest in what matters the most to you.

Whether it is retirement planning, estate planning, college planning, or insurance planning, WM Financial is here to help!

Newsletters

Life Insurance Might Help During Turbulent Economic Times

Suggests considering life insurance for stability during uncertain markets.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Calculators

Savings Accumulation

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Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

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