Wright Financial Services

The Experienced College, Retirement, and Tax Planning Professional

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, college funding, retirement, and asset preservation. Most importantly, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about basic investment concepts, to help you learn more about who we are, and to give you fast, easy access to market performance and data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Please see our calendar of events for upcoming financial workshops that you may want to attend. If you have any questions, or would like to schedule a complimentary, no obligation consultation to discuss your specific questions, you can e-mail us at keith.wright@questarcapital.com or call (919) 844-1623.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

Growth and Value Investing

Understanding the difference between growth and value investments may help with making more informed investing decisions.

Disability Income Insurance

Proper insurance coverage can help ensure your income, assets, and lifestyle are not at risk from a potential disability.

Rung by Rung: Building a Bond Ladder

A bond ladder could help investors stagger the maturity dates of bonds to limit long-term exposure to low rates and allow some principal to be reinvested when rates are rising.

Want to Be Your Own Boss?

Developing a business after retiring from a regular job comes with risks and challenges.

More Newsletters →