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Welcome to WILSHIRE CONSULTANTS, INC.

WILSHIRE CONSULTANTS INC. has been serving the DFW Metroplex and surrounding areas for over forty years.  We also serve a market center in San Antonio, South Central Texas, and thirteen additional states.   

We are a comprehensive financial services firm dedicated to assisting our clients with the eight Wealth Management issues that involve enhancing  their overall financial position and pursuing their long term financial goals.

Our programs are designed to grow, protect, and conserve the wealth of our clients by delivering personalized professional services and expertise. We work with individuals, small and medium sized businesses, estates and trusts in all areas of financial, tax, business, and retirement plan consulting.  We are proud to offer a lifetime of services from Educational Planning for the infant to Elder Care Financial Consulting for the elderly. 

We offer bookkeeping services for small to medium sized businesses that include general ledger accounting, bank reconciliations, financial statement preparation, individual and business tax returns, and federal and state payroll and sales tax returns. We also offer representation before various federal and state agencies.  Our strategic alliance with several law firms provides us the resources to expand our corporate, estate and trust services.

Please explore our website to learn more about the services that we can provide. Should you have questions or would like to obtain more information about our firm, please do not hesitate to contact us at rick@wilshireconsultants.com

Helpful Content

Why You Need an Estate Strategy

Why You Need an Estate Strategy

Do you have an estate strategy? You should.

Choosing a Business Structure

Choosing a Business Structure

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

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

 

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Protection Against Uninsured Drivers

You’re hit by an uninsured driver. Now what? Are you protected against financial losses?

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

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Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Long-Term-Care Needs

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

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Investment Strategies for Retirement

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

Your Cash Flow Statement

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

Principles of Preserving Wealth

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

5 Smart Investing Strategies

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

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

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Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Business Cycle

How will you weather the ups and downs of the business cycle?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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