Financial Planning & Wealth Management You Can Trust.
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Our belief is that if you ask ten different people how to describe financial planning, you’ll get ten different answers. And unfortunately, if you ask ten financial advisors the same question, you’ll probably get an entirely different set of answers. We wrote this book to help demystify the concept of what financial planning is and to bring clarity to why everyone should consider investing the time to create their own personal financial roadmap.
A financial plan is a comprehensive evaluation of an individual’s current pay and future financial state by using current known variables to predict future income, asset values and withdrawal plans.
Wealth management is an investment advisory service that combines other financial services to address the needs of affluent clients. It is a consultative process whereby the advisor gleans information about the client’s wants and tailors a bespoke strategy utilizing appropriate financial products and services.
Your personal legacy plan is the perfect complement to your financial and estate plan. It is the passing on what matters most: your values, and life lessons, your final wishes, and instructions about managing your affairs. Information that is too valuable to risk being lost.
One of the most important components of a comprehensive Wealth Plan, is to protect what you have worked hard to build. WPG Insurance Services, a division of the Wealth Planning Group, is a fully independent insurance agency providing for the needs of our clients.
Certified Financial Planner in Santa Clarita, CA & Austin, TX
Balanced Risk & Reward
Is There Too Much Risk in Your Portfolio?
Hope is Not a Plan
Will You Outlive Your Savings?
Tax Law Changes
Do You Know How They Will Affect You?
These are interesting times, indeed! Many people are now questioning their long-term financial stability… Long accepted principles of investing do not seem to apply… Even our country’s values seem misplaced… What hasn’t changed…our desire to live the lifestyle of our choosing and to pass our wealth and legacy to our heirs. So what do you do now, today? How do you navigate the “New Normal”?
We are the Wealth Planning Group, Certified Financial Planners serving the Santa Clarita Valley, San Fernando Valley, Los Angeles, and Austin, TX. As financial advisors, we work with a select group of clients to assist them in the design and implementation of a customized Wealth Plan, manage portfolio assets, and monitor progress. Our goal is to earn your trust and confidence, to be the adviser you rely on to help answer questions like those above. We offer a variety of financial services that can help you achieve your goals.
25152 Springfield Ct.
Valencia, CA 91355
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