
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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Are You a HENRY? Consider These Wealth-Building Strategies
High earner, not rich yet (HENRY) refers to young professionals with big incomes and little savings. Find out how HENRYs might grow wealth.
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Grandparent 529 Plans Get a Boost Under New FAFSA Rules
Read how the FAFSA Simplification Act helps grandparents assist with college costs without impacting their grandchildren’s financial aid.
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Life Insurance Living Benefits
In addition to the death benefit, life insurance policies can provide other benefits while the policyholder is still alive. Find out more.
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Consider a Bond Ladder for Rising Interest Rates
A bond ladder can help mitigate the effect of rising rates, generate income, and dampen the effects of stock market volatility. Learn more.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Lease Payment
How much would your monthly lease payment be?
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.