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Welcome to Wealth Planning Associates

We have designed our site to be your one-stop resource for your financial planning needs. Want to build a model portfolio? Need an article on Roth IRAs or check on your stock portfolio... it's all here.

Feel free to browse and when you're finished, bookmark us for many return visits. Oh... by the way, tell a friend.

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How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

NextPhase - YOUR RETIREMENT MADE CLEAR. Click here for your next phase.

Your Future

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Services

We create strategies tailored to your goals.

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Independence

Without any conflicts of interest we put your needs first.

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Trust

Contact us to evaluate your financial plans and receive a free $50 retail store gift card of your choosing.

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