by admin | Feb 3, 2021 | About WPC, Company Information, News
We are proud to share that Wealth Planning Corporation is one of 23 Cincinnati-area firms to be named an advisor by the Greater Cincinnati Foundation. This distinction means Wealth Planning Corporation can continue to manage client funds that are designated for...
by admin | Apr 18, 2017 | Company Information
We want to help you plan your financial future. WPC understands that every client is unique and has their own specific goals. We are here to listen before we speak, we want to know exactly what your plans are. Utilizing our experience and knowledge, we will help you...
by admin | May 25, 2015 | Company Information
[cherry_row] [cherry_col size_md=”12″] A Time-Tested Investment Strategy Disciplined strategies are the key to generating long term success in any field. Our rigorous investment approach combines the core principles of: Diversification – “not all of your...
by admin | May 25, 2015 | Company Information
Money Coaching System Whether you were once a young athlete or later part of a successful business team, at one time or another, a coach probably helped you improve your results. At WPC, we employ a disciplined process to guide you through the many financial...
by admin | May 25, 2015 | Company Information
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,...
