WealthDefense Financial Advisors LLC

WealthDefense Financial Advisors LLC The mission of Mehler & Associates is simple yet powerful: Helping to make sure our clients avoid financial loss and achieve financial success.

We have offices in Greensboro, NC and Kirkland, WA to serve our clients across the USA. The mission of WealthDefense Financial Advisors is simple yet powerful: Making sure our clients avoid financial loss and achieve financial success. Put another way, we help protect and preserve wealth while simultaneously growing it safely and consistently. We're patient, conservative, careful, experienced, kno

wledgeable, detailed. You deserve nothing less. We work with individuals, families, business owners and professionals of all types to protect, grow, preserve, manage and transfer their wealth to future generations. We strive to defend wealth from the ravages of investment losses, inflation and especially taxes, legally minimizing or eliminating taxes at every stage of life. We accomplish this via a consultative and collaborative, needs-based approach that puts the focus on the desired outcomes of the client. We ask a lot of questions and we make sure we understand all of the facts and your feelings. We endeavor to help you gain clarity and insight into your financial life, so there is a plan in place, always working to help you feel confident that you're on track and all aspects of your financial matters are optimized. Services Available
★ Financial Planning
★ Income Loss Replacement Planning
★ Retirement Fund Accumulation Planning
★ Retirement Income Distribution Planning (Tax-Free)
★ Estate Planning
★ Wealth Transfer Planning
★ College Funding
★ Plan Coordination with Business, Family & Estate Planning Attorneys
★ Advanced Business Protection Planning
★ Retirement & Estate Planning for Business Owners
★ Funded Guardianship Planning for Minor Children

Advisory services offered through WealthDefense Financial Advisors, A Member of Advisory Services Network, LLC. Insurance services and products offered through WealthDefense Insurance Group. Advisory Services Network, LLC and WealthDefense Insurance Group are not affiliated.

Some recent new insurance clients we have taken on over the last few weeks. We can do some pretty cool things so don't ...
12/17/2024

Some recent new insurance clients we have taken on over the last few weeks. We can do some pretty cool things so don't hesitate to reach out to us and let us shop around your commercial and personal insurance policies!

09/30/2024

For those with damage to your homes from Helene both with AND without homeowners and/or flood insurance, here is a resource from FEMA. It’s certainly not the same as having the right insurance in place but it is SOMETHING.

Lately, we have had a few people mention that they didn’t know that we write property and casualty insurance like home, ...
09/26/2024

Lately, we have had a few people mention that they didn’t know that we write property and casualty insurance like home, auto, and business insurance so we thought we’d give you a taste of some of the many things we do in that part of the agency.

Feel free to reach out to one of us to see what we can do for you, our family, and/or your business!

Just a reminder that we have a full service independent insurance agency in house.We have had a lot of people reach out ...
09/04/2024

Just a reminder that we have a full service independent insurance agency in house.

We have had a lot of people reach out to us recently due to massive insurance rate increases on their home, auto, and business insurance and have been able to help the majority.

Feel free to reach out if you’d like us to shop your policies around. We write all over the country so even if you aren’t local, go ahead and reach out!

06/29/2023

We just found out that our inbound email server has been down since the 17th so if you have emailed us anything in between the 17th and this morning please resend it and our deepest apologies for not responding in a timely manner as we had no idea this was going on because our outgoing email worked just fine along with our internal email working just fine as well. The issue has been corrected and we are fully functional again.

Get expertise and knowledge from a skilled financial advisor to achieve your goals.
12/25/2022

Get expertise and knowledge from a skilled financial advisor to achieve your goals.

 Achieve Your Financial Goals  Learn how a financial advisor can help you manage your finances and achieve your goals.Your browser does not support HTML5 video.Download the ArticleTo manage finances and achieve goals, everyone needs a financial advisor and a financial plan. Read this article to le...

Retirement seems far away. But chances are you're already thinking about it: At what age can I retire? Will I be able to...
12/25/2022

Retirement seems far away. But chances are you're already thinking about it: At what age can I retire? Will I be able to retire? We're here to help. Check out our guide to discover retirement strategies for young professionals.

What's Your Retirement Strategy?As a young professional, retirement seems far away. But retirement looks different now that it did for prior generations, and many Millennials worry that Social Security will not be available for them when they retire. If you are contributing to a 401(k) now, is it en...

Just like the best athlete needs a coach, even the savviest investor can use insights and advice from a skilled financia...
12/20/2022

Just like the best athlete needs a coach, even the savviest investor can use insights and advice from a skilled financial advisor.

 Achieve Your Financial Goals  Learn how a financial advisor can help you manage your finances and achieve your goals.Your browser does not support HTML5 video.Download the ArticleTo manage finances and achieve goals, everyone needs a financial advisor and a financial plan. Read this article to le...

80% of Millennials do not believe Social Security will be available for them when they retire. But by planning today, yo...
12/20/2022

80% of Millennials do not believe Social Security will be available for them when they retire. But by planning today, you can lay the foundation for the retirement you dream about. Download our guide to learn how.

What's Your Retirement Strategy?As a young professional, retirement seems far away. But retirement looks different now that it did for prior generations, and many Millennials worry that Social Security will not be available for them when they retire. If you are contributing to a 401(k) now, is it en...

To manage finances and achieve goals, everyone needs a financial advisor and a plan. Read this article to learn how I ca...
12/15/2022

To manage finances and achieve goals, everyone needs a financial advisor and a plan. Read this article to learn how I can help you build the future you deserve.

 Achieve Your Financial Goals  Learn how a financial advisor can help you manage your finances and achieve your goals.Your browser does not support HTML5 video.Download the ArticleTo manage finances and achieve goals, everyone needs a financial advisor and a financial plan. Read this article to le...

Address

Greensboro, NC
27408

Opening Hours

Monday 9am - 8pm
Tuesday 9am - 8pm
Wednesday 9am - 8pm
Thursday 9am - 8pm
Friday 9am - 6pm

Telephone

+13363031941

Website

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