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WRC - William Rodgers Company - Tustin, CA

  
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One of our primary goals is to develop a long-term, trusting relationship with you.

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Independent

One of the things that makes us more effective as business and financial advisors is our independence.

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Constructive

Insights and understanding that can help you better define your business and financial objectives.

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Helpful Content

Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.

Rent vs Buy Calculator

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

Debt-to-Income Ratio Calculator

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

 

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Early Lessons for Raising Financially Confident Kids

Simple, everyday strategies to help kids develop healthy money habits and financial confidence over time.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

How to Make Your Retirement Go Further as Costs Rise

Retirement expenses don’t always stay predictable. Learn what to do to maintain your lifestyle when stability wavers.

Four Steps to Valuing an Estate

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?

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Should I Buy or Lease an Auto?

Compare the true costs of buying versus leasing a vehicle to find the better fit for you.

Emergency Fund Calculator

Find out how large your emergency fund should be based on your monthly expenses.

Debt-to-Income Ratio Calculator

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

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Retirement Accounts When You Change Your Job

This video explores what to do with retirement accounts when you move on from your job.

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

Surprises

Making the most of surprises is a great reason to work with us.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

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