Services | Wealth Planning Group

Our Services

Financial Planning

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

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.

Legacy Planning

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.

Insurance Planning

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.

Wealth Management or Financial Planning. We’re Here to Help.

Wealth Planning Group Santa Clarita

Address

25152 Springfield Ct.
Suite 345
Valencia, CA 91355

Phone

(661) 259-5559

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