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
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Millennials bear substantial potential, but they are also facing a world of great financial uncertainty and opportunity. This e-book presents 12 Financial Hacks for Millennials to guide them through....
Bean-bag chairs, foosball tables, pizza Fridays, and work-where-you-want schedules became the business norm over the past...
Five creative (and inexpensive) ideas for motivating your employees.
What can the rest of us learn from millennials’ desire to embrace all of life in the moment?
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Learn how to harness the power of compound interest for your investments.
It’s never a bad time to speak with your financial professional about changes in your situation.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
When markets shift, experienced investors stick to their strategy.