We Work For You
As full service financial planners, working with us means digging in deep to discover what your unique set of needs are. We believe that no two clients’ needs are the same and your plan should be tailored to address your needs. Our team of four advisors will develop a customized plan that is easy to understand and work with you to seamlessly implement it. If that means coordinating the plan with your tax or legal professionals, other family members, or business partners, we’re here to do that too. The bottom line is, we work for you. All of us on the Toups Wealth Management team want you to leave the work to us so you can get out and enjoy life.Contact Us
Our riskalyze technology objectively calculates your true risk tolerance utilizing a scientific framework that won the Nobel Prize for Economics.What's Your Risk?
Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.Learn More
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Learn when it may not make sense to file a claim on your home insurance.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Here's one strategy that combines two different annuities to generate income and rebuild principal.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Even low inflation rates can pose a threat to investment returns.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
There are hundreds of ETFs available. Should you invest in them?
How do the markets usually react to elections? Was the 2016 election any different?
Making the most of surprises is a great reason to work with us.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.