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Your Goals

Wealth Planning and Management LLC is a financial planning firm and Registered Investment Adviser.  We provide fee-only financial planning services and client-centered private independent advice about your financial matters.   
 
We help busy people manage their investments, so they can focus on doing what's important to them.
 
Our clients prioritize significant savings to build sufficient financial assets, so as to be able to make working optional.
 
 
Our financial advice will be valuable if your goals include:
  • Creating and preserving personal wealth privately
  • Developing an investment portfolio
  • Increasing your peace of mind and freeing your time
  • Maximizing wealth transfer or charitable legacies
  • Minimizing the risk of financial catastrophe
  • Protection against inflation
     
  • Providing for a child's or grandchild's education
  • Reducing tax burdens
  • Using No Load Investments with Low Expenses
  • Socially Responsible Investing
  • Securing retirement income

Our services to help you reach your goals include:

  • Investment Management
  • Advice on your 401K or other retirement plans
  • Analysis of insurance needs
  • Asset and investment management advice
  • Socially Responsible Investment recommendations
     
  • College funding strategies
  • Estate planning
  • Long-range and life-style planning
  • Lump-sum retirement plan 401K distribution advice and full assistance
  • Retirement planning strategies, and maintaining your standard of living
 
  
Our financial planners avoid potential conflicts of interest by working solely for you. We receive no compensation from third parties such as mutual fund or insurance companies.
 
 
Whether you are building assets for the future — or seeking to protect, enjoy, and pass on those you already have — Wealth Planning and Management is ready to help with sound, professional advice. We offer, by appointment, a free Get Acquainted teleconference to help you and us decide if working together is right for you.
 
This free Get Acquainted teleconference is offered by some planners.  If you are interested in better understanding how we work with clients, it is a great idea to take advantage of the free Get Acquainted teleconference.  


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