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 firstname.lastname@example.org
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
There’s a link between debt and stress.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Purchasing homeowners insurance is critical for protecting your home.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Do you know how to set up your financial goals for success? This knight does.
If you died, what would happen to your email archives, social profiles and online accounts?
You’ve made investments your whole life. Work with us to help make the most of them.
It's easy to let investments accumulate like old receipts in a junk drawer.
The market is as unpredictable as the weather. We’d love to help you prepare.