Welcome to our Website, where you will find a wealth of information in the form of newsletters, articles, calculators and research reports.
Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We are here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data. We hope you take advantage of this information and find it very useful. We frequently update our information so please visit us often.
Wyndham Advisors, LLC is an organization of financial service professionals with a combined 87 years of experience .
Our service covers all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy designed to fit their unique needs that enables them to pursue both short- and long-term objectives.
As personal financial professionals, we can:
- Help you clarify and define your goals
- Recommend strategies that address your needs
- Deliver timely information
- Explain how changing financial conditions affect you
- Monitor your financial progress
- Make investment planning easier
Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.
An investor’s personal situation should be considered when assessing his or her risk tolerance.
Community property laws that apply in nine states and “equitable distribution” laws that apply in other states.
Compare the potential future value of tax-deferred investments to that of taxable investments.
Use this calculator to estimate how much income and savings you may need in retirement.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.