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
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
There are four very good reasons to start investing. Do you know what they are?
Understanding how capital gains are taxed may help you refine your investment strategies.
Try these activities to keep your brain sharp.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What if instead of buying that vacation home, you invested the money?
Estate conservation is too important to put off. Do you have a smart exit strategy?
What does your home really cost?
What are your options for investing in emerging markets?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.