Coordinated Planning for The Success You Deserve
At WealthPlan Partners we offer a custom approach to your future. This means serving our clients near our offices or wherever life takes them. Whether you’re in Cleveland or any other city across the nation, let us bring our objective and comprehensive wealth management approach to bear on your behalf, helping you to realize your goals.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
About Us
Your Wealth
Access your plan and track your progress anytime through your personalized Wealth Management System portal.
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Your Plan
When it comes to financial planning, success means different things to each and every individual. Let’s work together toward the success you deserve.
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Your Partners
Our team comprises experienced professionals in financial analysis and planning, allowing us to identify opportunities and deliver a coordinated approach to your wealth. Meet our much sought after team.
Learn MoreHelpful Content
Key Money Moments: 4 Times You Should Talk to a Pro
Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
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What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
College Savings
See how much you may need to save now to cover future college costs for your child.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
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Saving for College 101
Here's a crash course on saving for college.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Surprises
Making the most of surprises is a great reason to work with us.