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
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Protect yourself against the damage that your homeowners policy doesn’t cover.
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Assess whether you are running “in the black” or “in the red” each month.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
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.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
How will you weather the ups and downs of the business cycle?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Here are five facts about Social Security that might surprise you.