Financial Planning

According to Dahl’s Wedding Company, the average time spent on planning for a wedding can reach between 120 and 200 hours. That’s 200 hours spent planning for 1 day. How much time do you spend planning for the rest of your life? As important as a wedding is, that day will come and go. Retirement, however, could last you 20 years or more.

At the Wealth Planning Group, we believe that trying to achieve your life goals without a plan is like trying to drive from Los Angeles to New York without a roadmap. That is why we embark on a planning odyssey with our clients to create a roadmap for their unique journey. This process helps us understand not only who you are and what’s important, but also where you are and where you want to go.

Elements of Financial Planning

Financial Planning and Wealth Management
Austin Texas Financial Planning

Investment Planning

Your investment portfolio serves as a means to achieving your long term goals. Therefore, we design your portfolio to be consistent with your time horizons, your tolerance for risk, and diversification appropriate for the current economic conditions.


Retirement Planning

Planning for retirement is a lifelong endeavor. Ensuring there are adequate resources to continue your chosen lifestyle in later years requires careful analysis and proper allocations of current and future income.


Tax Planning

Paying more taxes than legally required will negatively affect your ability to achieve your long term goals. The judicious use of available deductions, exemption, and appropriate investments can help to minimize tax liability.


Insurance Planning

Your ability to continue to meet your long term goals despite an unexpected loss is the essence of risk management. Some risk exposures that you may face include premature death, disability, illness, property loss, liability, or unemployment. The best means for protecting against these risks for most is through the use of insurance.


Estate Planning

Estate planning is all about maintaining control. Control over how, when, and to whom all property will be distributed, control over minimizing the amount of settlement costs and taxes to be paid, control over adequately providing for the care of dependents, both financially and physically. Proper estate planning also ensures that your philanthropic wishes can be met.

Our Process

The Wealth Planning Group, Inc. adheres to the Certified Financial Planner Board of Standards six-step process as outlined below.

Financial Planning and Wealth Management
Santa Clarita Financial Planning

Establishing and Defining our Relationship

We believe that crafting a long term financial planning strategy requires a crystal clear understanding of what matters most in your life. During our initial consultation, our conversations will focus on your objectives and values, your successes, and your challenges.



In order to deliver the most accurate and personal plan, this step involves an in-depth gathering of current financial as well as non-financial data. This is one of the most important parts of the planning process. Outdated or inaccurate information may significantly skew planning projections.


Analyzing the Data

Through the evaluation of the collected data, we will gain a clear snapshot of where you stand, identify strengths that exist, and examine potential points of vulnerability.


Plan Delivery

In this step, the Wealth Planning Group will present your comprehensive wealth plan outlining specific recommendations and discuss the rationale behind them.



The wealth plan is only a road map. It requires setting the wheels in motion toward your destination. After reviewing the recommendations with you to ensure you have a clear understanding, the Wealth Planning Group will assist you in prioritizing and setting an appropriate course of action.



Because life is dynamic, we believe that Financial Planning is a fluid activity that requires ongoing monitoring and the flexibility to make changes as needed. Regularly calendared reviews help us keep your ultimate goals in focus and on track.

Let’s assess your

dreams and goals

Wealth Planning Group Santa Clarita


25152 Springfield Ct.
Suite 345
Valencia, CA 91355


(661) 259-5559

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