Since our firm’s inception in 1975, we have worked diligently to earn a reputation of excellence and reliability. Our professional approach, driven by our team’s high level of integrity and service, is what our clients have come to expect and the reason they refer us to their friends, family and colleagues.
WealthPlan Partners is a fee-based financial planning firm that believes it is our team’s responsibility to help you make the most of your income and assets. We dedicate ourselves to helping individuals accumulate wealth and preserve it through sound comprehensive financial planning. Whether it is helping people to invest their money, setting up college savings plans, facilitating the exercise of employee stock options, securing life insurance or designing complex estate plans, we work with our clients until all the details have been completed.
Our client-centric process involves one-on-one attention, long-term visioning and ongoing support from appropriate members of our team, every step of the way. We have developed this practice in response to four decades of conversations with our high-net-worth clients – business owners, decision makers, community leaders and families – who may not have the time, desire or expertise to manage their personal financial planning as professionally as they manage their own careers or businesses. Many of our clients have previously worked with competent advisors, such as attorneys and accountants, who provide them with a certain level of estate, tax and investment planning. However, any lack of coordination between these individuals can have a detrimental effect on the success of the overall plan.
The graphic below depicts our standard planning methodology. We customize this process along the way to meet your requirements involving long term cash flow needs, an appropriately allocated investment portfolio, income tax planning, risk management, cash flow liquidity, investments, retirement planning and estate planning.
Our affiliation with Lincoln Financial Advisors provides our client with the best of both worlds: the experience and stability of a long-standing financial institution, and the individual service that comes from having a personal financial advisor.