Welcome to Dansby Wealth Management! We are a financial services firm in Wichita Falls, TX dedicated to exceptional financial planning, money management, and client service. Whether your goal is saving for retirement, preserving your wealth, or even eliminating your debt, we can provide a personalized strategy to help. Please take a few minutes to explore our website and discover what we’re all about. If you would like to ask us a question or request additional information, please use the Contact form on this page, and we’ll be happy to get in touch with you as soon as we can.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Put It in a Letter
A letter of instructions provides additional and more personal information regarding your estate.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Important items to consider when purchasing condo insurance.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Knowing your options when a CD matures can help you make a sound investment decision.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
It's important to make sure your retirement strategy anticipates health-care expenses.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Estimate your monthly and annual income from various IRA types.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you may need to save for retirement.
This calculator shows how inflation over the years has impacted purchasing power.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Recent changes in estate tax laws could affect the strategy you have in place.
A bucket plan can help you be better prepared for a comfortable retirement.
There are things you can do to keep yourself safe when you lose your wallet.
You’ve made investments your whole life. Work with us to help make the most of them.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.