by admin | Oct 5, 2021 | Company Information, General Information, News
Read our 3rd Quarter Newsletter for our Market Perspective, Events, Investment Committee Notes and Year-End Planning information.
by admin | Sep 29, 2021 | General Information, News
Review your asset allocation. One of the major advantages of working with a financial planning team like ours at Wealth Planning Corporation is that we work with your personal risk tolerance to find the right asset allocation for you. Based on your age, your goals,...
by admin | Aug 2, 2020 | Client Story
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...
by admin | Aug 2, 2020 | Client Story
A client of ours referred his Mother-In-Law who had recently lost her husband. He was a healthy man, and the loss was clearly unexpected. Sue was in her early 70’s, and her husband had handled their financial affairs completely for decades. She was suddenly thrust...
by admin | Aug 2, 2020 | Client Story
Melissa and Luke are two hard working professionals, busy with their careers and raising two teenagers. When it came to managing their finances, they had been content to be DIY investors and maintained their accounts at a large mutual fund company. During a phone...
