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.
Disability And Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Ascertaining the value of your business is important for a variety of reasons.
Buy/sell agreements are designed a business against the death of a principle or key employee.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Term insurance is the simplest form of life insurance. Here's how it works.
This calculator will help determine whether you should invest funds or pay down debt.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There’s an alarming difference between perception and reality for current and future retirees.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Three things to consider before dipping into retirement savings to pay for college.