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.
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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.
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Helpful Content
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Doubling Your Money
This calculator demonstrates the power of compound interest.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Saving for College
This calculator can help you estimate how much you should be saving for college.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?