Client Story: Confident Choices

Can we afford to continue living where we are? An older gentleman in his 80’s found us on the suggestion of his family and friend. His family knew he was worried about his situation, so they encouraged him to ask around for a referral. He asked a good friend who...

Client Story: Corporate Retirement Offer

We have a GE engineer client that originally came to us because of uncertainty.  His goal was to retire if offered an early retirement package, but he was worried he would eventually run out of money in retirement.  To help him make an informed decision we ran tens of...

Client Story: Creating Durable Income Solutions

Sally and John became clients in 1995, transferring in their retirement plan from PG, looking for a way to turn a lump sum of money into retirement income. With no experience managing money, they had no plan for how this money would support for them the next 25-30...
Who We Are

Who We Are

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 disclosure...