Address: 3441 Germantown Pike, Collegeville, PA 19426, USA
Phone: +16106501840
Sunday: Closed
Monday: 7AM–6:30PM
Tuesday: 7AM–6:30PM
Wednesday: 7AM–6:30PM
Thursday: 7AM–6:30PM
Friday: 7AM–6:30PM
Saturday: 7AM–12PM
KC John Morrione
BEFORE DEALING WITH THIS COMPANY CHECK Broker Check by FINRA
January Santa Romana
I left my soul-killing job with Related Hudson Yards in Oct 2018. In order to re-center myself and take a much-needed break, I decided to take the rest of the year off. Living in NYC, the first thing I asked myself was, how am I going to pay for everything?! That’s where Wesselt Capital Group came in! In 2006, my sister introduced me to her financial adviser, that being Rich Wesselt. I had been living in NYC for about a year and had accrued about $45K in debt. After taking an honest assessment of my finances, or rather lack thereof, Rich introduced me to the infinite banking method. Simply put, infinite banking is the road to financial freedom. Rich was not only able to map out HOW I would achieve my goals, but he also eased me into the EXECUTION. One of the things I love about Rich and his team is that they want to set you up for success! Everyone on his team is responsive and genuinely wants to see you do well. There is no hidden agenda. Rich is not going to sell you a get-rich-quick scheme. He will only ask you to be honest with yourself and then he will help you build discipline. I don’t have to tell you that this type of client service is non-existent these days, if not on life support. Rich and his team always make me feel like a priority. Any time I’ve called, my issues are always addressed in an expeditious manner. You can imagine what that means to a New Yorker! So how was I able to not work for 3.5 months, pay my bills, AND travel to Portugal, Italy, and Trinidad? Infinite banking! By working with Rich, I broke the cycle of living from paycheck to paycheck; I learned how to increase my discipline in tandem with my salary. It took me a couple years to be debt free but once I tasted that kind of freedom, I never looked back. It’s been 13 years since I’ve met Rich and I am lucky to call him my friend. Whenever we do our annual check-ins, I can’t help but point out where I started. Who knew that a poor girl born in the Philippines would have this kind of success story, living in one of the most expensive cities in the world! I can genuinely say that meeting Rich was a game changer! I don’t dare think where I would be had he not led me the way to financial freedom.
Joseph
If you want to see your money stagnate in the bond market while the stock market flourishes then this is the place for you my money was dumped in a down bond market and Wesselt never moved it around so as to make me any money he painted a rosy picture, took his big commission and left us flat if you want life insurance buy it somewhere else DONT DEAL WITH THIEVES
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Term life insurance is the vehicle of choice for many, because it is less expensive and provides a large amount of coverage over a set time period, which may be 10, 20, or 30 years. However, as the policyholder ages, the policy becomes more expensive, and at the end of that term, or at a designated age, the policy expires. The policyholder must undergo medical tests and purchase a new policy, which may be much more expensive. A good alternative is whole life insurance. With this policy, a person pays a level contribution for the life of the policy and it does not expire. The death benefit is permanent and there is never a need for additional medical tests.
Human life value refers to your total income potential over your lifetime. Calculating it involves estimating your expected earnings, as well as the value of the income to your family. Another important consideration is the potential growth of your earnings. Age comes into play here, because we need to estimate how long the beneficiary of the policy will need the death benefit. For a person in their 30s, human life value is calculated as roughly 30 times their annual income. It decreases as a person ages, so in your 40s it is 20 times your earnings, in your 50s, it’s 15 times your earnings, and in your 60s it’s 10 times earnings. For a person in their 70s it would be five times earnings.
Founder Richard Wesselt has launched a financial solutions learning center geared toward providing millennials and young adults who are in college or the early stages of their careers with financial literacy. Seminars are offered initially on the second Tuesday of each month and teach the Family Generational Wealth Model; an introduction to financial planning..
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