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WM FINANCIAL

4801 Glenwood Ave Ste 200
Raleigh, NC 27612

Phone:

(919) 247 - 4286

Fax:

(919) 516 - 0328

E-mail:

william@wm-financial.com

Calculators

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Contact Us

Please feel free to contact us with any questions.

Videos

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William Moore Financial Advisor Raleigh, NC

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WM Financial was created to give successful professionals and retirees more time to focus on what is most important in their lives. By using the most up to date technology WM Financial makes it as easy as possible to work with us. With our personal virtual meetings we can reduce the time needed for personal financial meetings, leaving you with more time to invest in what matters the most to you.

Whether it is retirement planning, estate planning, college planning, or insurance planning, WM Financial is here to help!

Newsletters

HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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Charitable Gifts of Life Insurance

Explains using life insurance to make meaningful charitable donations.

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Teens Say Social Media Takes a Toll on Mental Health

Many parents are concerned about the well-being of their children as they navigate the digital landscape.

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An Umbrella Policy Offers Extra Liability Coverage

Covers benefits of personal umbrella insurance for large liability claims.

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Calculators

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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