Unique Client Experience

Your Personal Financial Dashboard

Every car has a dashboard which relays critical information to the driver.  How do you monitor the 4 or 5 pieces of critical data necessary to achieve your financial goals?

WPC crafts a Personal Financial Dashboard for every client, identifying a clear path to meet your targeted financial goals for:

  • Asset Growth
  • Desired Retirement Income
  • College Funding
  • Philanthropy Goals
  • Protecting Wealth for Future Generations

By creating a plan (forecast), you can measure your progress every step of the way to be assured you are on target to reach your preferred financial destination.

Delivered by Your Experienced Investment Team

Wealth Planning Corporation (WPC) is a team of experienced professionals dedicated to providing a Unique Client Experience. The foundation of our work begins with understanding our clients concerns, opportunities, and strengths.

Different from other wealth advisory practices, clients of WPC benefit from the collaboration of our team’s best thinking rather than being assigned to just one individual. Our Team Service Model allows for a more timely response to clients inquiries, concerns, questions, or need for immediate advice.

To be well versed in our client’s situation, we purposefully manage the number of clients we bring into our firm without sacrificing our service standards.

The goal of our firm is quality, custom advice, exceptional service, and follow through to every client encounter. We seek to help each client develop greater confidence in their plans and financial future. We know you have a choice of advisors with whom to work. We welcome the opportunity to earn your trust and confidence; Today- Tomorrow- Together.

The WPC Investment Committee regularly meet to discuss the impact of the current economic environment, valuations, & various risk factors on portfolio performance. The committee has the advantage of providing different viewpoints from each member’s unique experience, philosophy, and knowledge of the clients they serve. Decisions are made in a deliberate fashion and systematically applied across all client portfolios.

 

 

 

What You
Should Expect

Together, we will simplify the complexities in your financial picture and collaborate to create
your unique blueprint for success..