
For more than 30 years, the Wilbur Financial Group has been integrating financial expertise with lifetime planning strategies. We have been providing unique insight to businesses and families alike, as they go forward into their financial world of tomorrow.
In such a diverse world, it is important to have the knowledge and ability to access the many major investment and insurance companies, allowing us to tailor and meet the specific needs of each individual client. Being independent, gives us the ability to help you put together the right strategies, the right products, and the right implementation; to help provide our clients the satisfaction to be able to enjoy their goals and dreams of tomorrow.
Newsletters
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Bankruptcy Changes Throw a Lifeline to Sinking Small Businesses
Many requirements that made it difficult and expensive for small businesses to reorganize using Chapter 11 have been loosened. Learn more.
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Key Retirement and Tax Numbers for 2022
Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.
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Planning to Quit Your Job? What to Know Before You Go
Millions of U.S. workers voluntarily left their jobs in 2021. Here are some things to keep in mind if you’re considering quitting.
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Stock Market Risks in the Spotlight
Find out how inflation and interest-rate fears, regulatory or legislative action, and other factors could influence stock prices in 2021.
Calculators
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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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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Savings Goals
How much do you need to save each year to meet your long-term financial goals?