Wilshire Consultants Inc.

Financial planner in Fort Worth, TX (show on map)

5.0

★★★★★

4 reviews

Wilshire Consultants, Inc. offers over 50 years of financial and tax services, serving the DFW Metroplex and beyond with personalized wealth management solutions.

Call (817) 335-2864

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About

Wilshire Consultants, Inc. has been serving the DFW Metroplex and surrounding areas for over fifty years, offering comprehensive financial services including tax, investment, insurance, and retirement plan consulting. The firm is known for personalized professional services and expertise, catering to individuals, small and medium-sized businesses, estates, and trusts.

Services range from educational planning for infants to elder care financial consulting for the elderly, with a focus on enhancing overall financial position and pursuing long-term financial goals through tailored strategies.

Over 50 years of experience

Team approach with diverse backgrounds

Personalized, hands-on service

Behavioral finance expertise

Comprehensive suite of services (tax, investment, insurance, planning)

Services

Investments

Offers a variety of investment products including bonds, common stock, IRAs, treasury bills, government securities, treasury notes, variable annuities, and more.

Bonds Common Stock Educational IRA Traditional IRA Roth IRA SEP IRA Simple IRA Brokerage Accounts Treasury Bills Government Securities Treasury Notes Variable Annuities

Financial Planning

Provides comprehensive financial planning services including retirement plans, tax plans, college plans, estate plans, and more.

Retirement Plans Tax Plans 401(k) Planning 403(b) Planning College Plans Estate Plans Money Purchasing Plans Profit Sharing Plans

Insurance

Offers disability income insurance, life insurance, long-term care insurance, and other insurance products.

Disability Income Insurance Life Insurance Long-Term-Care Insurance

Taxes

Provides tax planning, forecasting, federal and state tax consultation, return preparation, and representation before tax authorities.

Tax planning and Forecasting Federal/State Tax Consultation Federal/State Tax Return Preparation Taxpayer representation before Federal/State Agencies Bookkeeping (Monthly, Quarterly, Yearly)

Credentials & Certifications

Certified Financial Planner (CFP)

Since 1989

Certified Senior Advisor (CSA)

Since N/A

Accredited Tax Advisor (ATA)

Since N/A

Accredited Tax Preparer (ATP)

Since N/A

Enrolled Agent (EA)

Since N/A

Board Certified Behavioral Analyst (BCBA)

Since 2023

Reviews

Rating

★★★★★

Reviews

"The best financial planning group and accountants in Ft Worth!"

Frequently Asked Questions

When do you need a will? +

You need a will right now. A vision without a plan is just a hallucination. We create financial strategies tailored to your goals.

What behavioral finance best practices should investors know? +

Behavioral finance examines how emotions, biases, and cognitive errors influence financial decisions, emphasizing the need for strategies that adapt to these factors.

What challenges does the sandwich generation face? +

The sandwich generation faces unique challenges, requiring a balance to meet the needs of both children and aging parents.

How does Wilshire Consultants assist with retirement planning? +

Wilshire Consultants specializes in helping individuals develop sound retirement strategies, focusing on money management and addressing challenges to ensure clients do not outlive their money.

What tax services does Wilshire Consultants offer? +

Wilshire Consultants provides tax planning and forecasting, federal and state tax consultation, return preparation, and representation before tax authorities, along with bookkeeping services.

What insurance products are available? +

Wilshire Consultants offers disability income insurance, life insurance, and long-term care insurance, tailored to individual client needs.