Planning Your Future

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Insurance Assessment

Insurance planning is one of the most important integral part of the financial strategy to protect family legacy, protecting your asset, and planning for future income for your retirement age. We can review your existing insurance to determine if you have the best option for your goal and evaluate your insurance needs.

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Retirement Planning

Are you concerned that you are accumulating enough assets to outlive a fulfilling and comfortable retirement age? And, do you have a plan or contingencies for the unexpected events or extra spending during retirement? We are here to help!

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Wealth Management

Our process starts with understanding you, your family, and your unique values, goals, and objectives.

Then, we provide tailor customized solutions where you are in the planning process, ensuring that appropriate solutions and investment options are delivered for your future goals.

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We go beyond the service of wealth management
and retirement advice

Wealth Planning Advisors provides wealth management and investment guidance to individuals, families, retirees, and small businesses. As independent advisors, we are fiduciaries bound by law to put our clients’ best interests before our own.

We are dedicated to helping clients meet their financial needs. Whether planning for retirement, saving for your children’s or grandchildren’s education, or looking to preserve your wealth, we can help. We are here to assist our clients plan for a financial future in a way that best meets his or her goals.

We look forward to extending our services to you and your family.
Together, we can discuss financial strategies designed to fit your unique situation.

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Insurance Assessment

As part of our planning process, we provide complimentary review of your existing insurance and evaluate the needs. Insurance can replace lost income due to disability or death, provide needed funds for estate taxes or help pay for long-term care, or help ensure continuity of business interests. Our services include:

  • Review existing insurance and determine the coverage is sufficient
  • Evaluating insurance needs and find coverage gaps and recommendation
  • Beneficiary selections review and update
  • Protecting your assets
  • Planning for elderly care
  • Identify Medicare supplement needs

Find out how we can help

Retirement Planning

Whether you are near retirement, many years away, or living it now, it’s never too late to plan. We can assess your retirement goals, provide objective guidance, monitor and review your progress, and assist with a variety of retirement-related concerns. Our services include:

  • Retirement income solutions
  • Social security planning
  • IRA and 401(k) rollovers
  • Tax-efficient strategy

Find out how we can help

Wealth Management

Based on guideline of individualized wealth planning strategy, we actively manage a spectrum of products, seeking to outperform the market and to meet your personal investment goals. We strive to provide our clients with unique market insights and exceptional investment strategies.

Our investment management platform composed of:

  • Individual securities–equities, real estate investment trusts
  • Index-related investments such as Exchange Traded Funds (ETFs)
  • Mutual funds, closed-end funds
  • Bonds – Corporate, Muni, Structured Products, CD
  • Well established top performing third-party money managers

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Business Retirement Plan

We work with small and medium business owners to provide the following services:

Employee Retirement Plan Options

  • 401(k)
  • Profit Sharing
  • SEP IRAs
  • Simple IRAs
  • Deferred Compensation Plans

And, we provide Business Succession Plan.

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Financial Future

Sounding Wealth strategy provides protecting your family’s wealth, avoiding unnecessary taxes, and ensuring that your legacy will continue. We develop customized individual plans that can help you achieve a personal goal and flexibility, protecting and enhancing your family’s future while working through any life changing events. We can assist you with:

  • Evaluating insurance needs
  • Protecting your assets
  • Income Planning
  • Asset Management
  • Planning for tax-efficient strategy
  • Transferring wealth and gifting

Find out how we can help