At The Wealth Plan Company, we are passionate about helping our clients prepare for tomorrow while fully living today.
Our mission is to help you make great financial decisions. To achieve this, we follow four fundamental concepts:
Build Deep, Long Lasting Relationships| We strive to build and maintain solid relationships by regularly communicating with our clients and hosting various client events throughout the year. We work hard to provide our clients with the support they need and the respect they deserve.
Engage in Sound Planning| Whether you are creating a retirement income plan, rolling over a 401(k), buying Life Insurance, or setting up an Investment Account, we believe every decision should come from a solid financial plan. We take the time to thoroughly understand your values, current situation, goals, and risk tolerance.
Dedication to Ongoing Education| We are committed to increasing our professional knowledge through research, continuing education, and the pursuit of certifications. By staying up to date, we are better able to monitor and act on opportunities or risks that impact our clients.
Employ Innovative Technology| We continually improve our technology to increase efficiency, so we can deliver relevant information to and spend more quality time with our clients.
We invite you to explore our Team and Services. If you have any questions about your current financial situation or wish to schedule a complimentary consultation, please call us at (910) 679-4370.