Worried that your financial strategy is Missing Something?

We’re here to help you feel confident in your financial future.

What We Offer

At Wealth Planning Network, we believe everyone should be able to live the retirement they’ve always wanted. Our team of professionals can help you create a well-thought-out strategy, using a variety of investments and insurance products and services, to help you address your financial needs and concerns.

The Wealth Planning Network Process

We offer services in these three areas:


Prepare for retirement by putting your hard-earned assets to work.


Retirement Income Strategies
Wealth Management
IRA/401(k) Rollovers

We work together to clearly identify your goals, then we select the best investments to achieve them. We evaluate investments based on three criteria: cost, performance and risk. We believe choosing the investments that take on less risk, have lower expenses and historically outperform their indices leads to long-term success, and we always provide complete transparency into our investment research and recommendations.


Protect the assets that can help you live the retirement you’ve always imagined.


Long-Term Care Strategies

Malpractice, lawsuits and other liabilities can quickly devastate assets you’ve spent a lifetime building. We utilize a variety of tools including LLCs, family limited partnerships, holding corporations, management corporations and irrevocable trusts to protect the assets our clients have worked hard to accumulate.

Premium financed life insurance enables high net worth clients to purchase the life insurance they need to cover estate taxes and provide sufficient estate liquidity without forcing them to liquidate assets to pay for the policy. A well-structured policy creates a permanent life insurance policy held outside of the estate, maximizes the death benefit with minimal client cash outlay, provides the necessary estate liquidity to cover estate taxes, retains client assets in their current investments and avoids reducing lifetime gift exemptions to purchase insurance.

If you have spent years contributing to IRAs, 401(k) plans and SEP-IRAs to minimize your current tax bill, you may be at risk of remaining in a high tax bracket during retirement with required minimum distributions (RMDs). A detailed analysis of your income sources leading up to and during retirement is critical to ensure you are taking income from your retirement savings in the most efficient manner possible. We also can implement a variety of tools to ensure that your beneficiaries don’t have to “sell the farm” to pay estate taxes.


Provide for the people and causes you care about the most.


IRA Legacy Planning


We can also refer you to professionals who provide the following services:

Tax Planning

We take the time to truly understand our clients and the causes and organizations they are passionate about, then we design a plan to help maximize their giving based on their passions and objectives. This may include charitable trusts, private family foundations, split interest vehicles, donor advised funds, life insurance policies and other strategies to maximize a family’s charitable intents.

Deciding how to distribute your assets upon your death can be a daunting task. We work with families to successfully help them avoid the probate process, reduce estate taxes and maximize their legacy. We use a combination of trust planning, charitable giving strategies and advanced life insurance design to minimize your tax liability and ensure that you maximize your legacy to your heirs. For clients who have business ownerships, real estate and other illiquid assets, our process ensures that the assets are properly titled and protected and that there is enough liquidity available to avoid having to compromise those positions upon their death.

Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 877-990-PLAN