News & Events
Client Story: Changes in Health & Home
The Thompson’s were in the process of selling their home and needed some advice. A recent health diagnosis for Ginger made it time for them to transition from the home where they raised their family to a home that would be closer to their children and accommodate...
CFP Designation
Wealth Planning Corporation is proud of our team's work to obtain CFP certifications and we remain in good standing with the Certified Financial Planning Board of Standards, Inc. (CFP Board).
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Header 2 Veggies es bonus vobis, proinde vos postulo essum magis kohlrabi welsh onion daikon amaranth tatsoi tomatillo melon azuki bean garlic. Gumbo beet greens corn soko endive gumbo gourd. Parsley shallot courgette tatsoi pea sprouts fava bean collard greens...
Paying for College: Know Before You Go™
What is the reality of college pricing and how can you save on the costs? High schools focus on how to navigate the admissions process and meet the deadlines…. But getting answers to key financial questions can be difficult. What is the EFC and how to estimate...
Wealth Planning Quarterly Newsletter – Q1 2020
Check out the latest news, tips, and events from the team at Wealth Planning Corporation. Be sure to sign up to receive our emails or check out blog for the latest information. Download the Wealth Planning Corporation Quarterly Newsletter - Q1...
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Header 2 Veggies es bonus vobis, proinde vos postulo essum magis kohlrabi welsh onion daikon amaranth tatsoi tomatillo melon azuki bean garlic. Gumbo beet greens corn soko endive gumbo gourd. Parsley shallot courgette tatsoi pea sprouts fava bean collard greens...
EVENT: March 25 | Paying for College – Know Before You Go™!
Wednesday, March 25, 2020 7:00 PM – 8:30 PM Wealth Planning Corporation 8370 East Kemper Road Cincinnati, OH 45249 Presented by: Todd Lyon, CFP® and Jerry Yox, CFP® What is the reality of college pricing and how can you save on the costs? High schools focus on how...
2020 Wealth Planning Corporation Brochure
View the 2020 Wealth Planning Corporation eBrochure to learn more about our team and our practice. Flip through the pages, zoom in to see details, and get a sense of how the Wealth Planning Corporation team can best serve you--this year and...
About WPC
About Us Wealth Planning Corporation has been a private, independent wealth management company since 1984. WPC was founded when C. Michael Johnson left E.F. Hutton, which based a broker’s compensation on the frequency of investments transactions with poor...
Stewards of Sacred Trust
Stewards of a Sacred Trust Trust is the common thread in any successful relationship, and must be earned over time. Since its inception in 1984, WPC has embraced the role of a fiduciary – to act only in the best interest of the client. While many other firms were...
