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 email@example.com
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
To choose a plan, it’s important to ask yourself four key questions.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much of your Social Security benefit may be considered taxable.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
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.
Principles that can help create a portfolio designed to pursue investment goals.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Agent Jane Bond is on the case, cracking the code on bonds.
Have you explored all your options when it comes to managing your taxable income?
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.