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1. Are You Covered? FDIC Consumer Highlights

   (WC Content/Blog)

   ... tips from the Federal Deposit Insurance Corporation (FDIC) to minimize increases. You can also visit their Website to find out more about FDIC insurance coverage basics including what it covers and account ...

2. Owning Real Estate without the Hassle

   (WC Content/Blog)

   You may have noticed real estate funds as part of the asset mix in some of your retirement accounts. Real estate investment trusts (REITs), are securities that sell like stock on the major exchanges and ...

3. So what’s actually in the new Healthcare Reform bill?

   (WC Content/Blog)

   ... to age 26 No pre-existing conditions for children under age 19 No cancellation of health coverage except in fraud cases New limitations on Flexible Spending Accounts (FSA) New ...

4. Privacy Policy

   (WC Content/general)

   ... information is critical to our success. We limit the use and collection of personal financial information to that which is necessary to administer our clients’ accounts, provide superior service and to ...

5. FAQ

   (WC Content/general)

   ... financial situation.  If you are unsure about anything to do with money please don’t hesitate to call us to talk about the issue. Deposits How do I make a deposit to my account/who do I make the check ...

6. In The News

   (WC Content/general)

   ... highlights many of the most prominent men and women in the field. A great number of the top independent advisers head up firms, but their scores are based on assets in accounts that they oversee themselves. ...

7. Retirement Planning

   (WC Content/general)

   ... unique needs and means are evaluated and the most suitable type of retirement plan is recommended. And for those clients with large retirement versus taxable accounts, we will also run an analysis on possible ...

8. Our Story

   (WC Content/general)

   ... ongoing professional advice, timely information about accounts and updates on the world’s financial markets as objectives or the economic climate changes. Why is a Fiduciary Duty so Important? As a Registered ...

9. Mark Keating

   (WC Content/team)

   ... representative through the National Association of Securities Dealers. He earned his Bachelor of Science in Accounting from Santa Clara University. Mark lives in Windsor with his wife, Camille, and sons, ...