Broker Check
 
Team Approach Professional Management

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
Call Out Box One Call Out Box One

Our riskalyze technology objectively calculates your true risk tolerance utilizing a scientific framework that won the Nobel Prize for Economics.

What's Your Risk?
 
Call Out Box Two

Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.

Learn More
 
Call Out Box Three

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.

Learn More
 

Helpful Content

Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

The Sequence of Returns

The Sequence of Returns

A look at how variable rates of return impact investors over time.

An Inside Look at Retirement Living

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

 

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

View all articles arrow

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or another qualified retirement plan.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

View all presentations arrow

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this animated video.

View all videos arrow