Our Industry Professionals provide financial recommendations, asset allocation strategies, education and college planning, income tax planning, insurance and cash flow analysis, risk management, and corporate benefit planning.

Our Associates use financial models and projections to help keep clients stay on track to achieving their financial goals.  Whether you want to manage your cash flow, improve your rate of savings and return on investments, or determine appropriate insurance coverage, we will be your partner and guide. 

The Wealth Planning Company helps clients understand the risks and benefits associated with every investment, so that you can be confident that the decisions you make are consistent with your long-term financial goals.  We strive to develop long-term, personal relationships with our clients, so we can help through the changing phases of their lives, and assist with making their dreams a reality.

Common Stock vs. Preferred Stock

What are Dividends?

Exchange-Traded Funds (ETFs)

Growth Stocks vs. Value Stocks


Types of Bonds

Mutual Funds vs. Stocks

Mutual Funds

Closed-End Funds


Investment Risk

Asset Allocation

Dollar Cost Averaging

529 Plans