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Wealth Management Services Inc.

655 Metro Place South Suite 600
Dublin, OH 43017

Phone:

614-789-1747

Fax:

614-707-5593

E-mail:

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Specializing in Retirement Planning

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

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.

Wealth Management Services Co. 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're here to help educate you about the basic concepts of financial planning, to help you learn more about who we are, and to give you fast, easy access to market performance and data.

We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information and we wouldn't want you to miss any developments in the area of personal finance.

-John Albrecht

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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

How much do you need to save each year to meet your long-term financial goals?

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Determine whether you should consider refinancing your mortgage.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck