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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.   
 
Our financial advice will be valuable if your goals include:
  • Creating and preserving personal wealth privately
  • Developing an investment portfolio
  • Purchasing real estate or a home
  • Increasing your peace of mind
  • 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
  • No Load Investments with Low Expenses
  • Socially Responsible Investing
  • Securing retirement income

Our services to help you reach your goals include:

  • Investment Management
  • A second opinion on current financial planning and investments
  • Advice on employee stock options
  • Advice on your 401K or other retirement plans
  • Analysis of insurance needs
  • Asset and investment management advice
  • Socially Responsible Investment recommendations
  • Cash-flow expense planning
  • College funding strategies
  • Estate planning
  • Long-range and life-style planning
  • Lump-sum retirement plan distribution advice
  • 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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