William C. Moore, CFP®
Welcome to our Web site. We hope your visit will help you understand the opportunities and potential rewards that become available when you take a proactive approach to your personal financial situation. You will find a wealth of information in the form of newsletter articles, calculators, and research reports.
We created this web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals. We can
- Help you clarify and define your goals
- Recommend strategies that fit your needs
- Deliver timely information
- Explain how changing financial conditions affect you
- Monitor your financial progress
- Make investment planning easier
We're here to help educate you about the basic concepts of financial planning, to have you learn more about who we are, and to give you fast, easy access to market performance and data.
Check the background of Ameritas Investment Corp. or this investment professional on FINRA's BrokerCheck.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.