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
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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?
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
The true cost of raising a child may be far more than you expect.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Couples may be able to head off many of the problems in a marriage that money can cause.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
A bucket plan can help you be better prepared for a comfortable retirement.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Here’s a crash course on saving for college.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
How does your ideal retirement differ from reality, and what can we do to better align the two?