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
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.