WELCOME to Wealth Planners of America

At Wealth Planners of America, we can help you create a road-map for your retirement. All clients have unique needs and desires for their retirement. There is no “one size fits all” solution. We will take the time to listen, and then put together a financial plan that matches your specific needs.

Our planners have years of experience in assisting thousands of clients with sound, conservative retirement and estate plans. If necessary, we will consult with our network of attorneys and/or CPA’s to assist in more complicated situations. However simple or sophisticated your needs, our goal is to provide you with peace-of-mind, knowing that your retirement is secure and you and your loved ones can enjoy all that life has to offer.

Keep Your Money SAFE for Retirement!

Button-ContactUsIf you are considering retirement or are already retired, the last thing you should do is gamble with your nest egg. Our Wealth Planners can show you how to protect your principal from the uncertainty of the market and guarantee an income stream in retirement.

Instant Access to our FREE REPORTS

Enter your information here to view our free reports.  It is our goal to assist you in creating a worry-free and secure retirement.  We hope that you find these reports informative and helpful, and look forward to working with you in the future.  Please contact us at 1-888-619-0001 if you have questions regarding this information!


We provide services and guidance in many areas for retirement; 401k Rollover, Tax-Free Retirement, Traditional IRS to Roth Conversion, IRA Stretching, and P4 Estate Planning. We have never lost a penny of our clients’ money! Contact us today for a FREE and CONFIDENTIAL consultation, and let us help you have the peace of mind you deserve!

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It is important to have all the facts before making decisions for retirement. There are many more questions that must be answered, but many people make un-informed decisions about social security, and therefore lose tens of thousands of dollars in benefits. It’s important to meet with a professional advisor who can help you plan the right time to draw social security.

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Wealth Planners of America not only strives to help you in your retirement needs, but we understand the importance of education. By having the resources to understand all of your needs, we hope that you will find that we are ready and prepared to help you as you enter retirement, and any other phase of your life.

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Top Blog Posts


Top 6 Reasons to Fill out our 10 Point Retirement Analysis

A recent study shows many do not have a competent retirement and/or estate plan. In the fluctuating economy that we live in, it’s no wonder why retirements have become a turbulent time, in which you are constantly studying the market’s movements. By filling out our 10 Point Retirement Analysis, you will be taking the first steps  toward securing a brighter future for […]


How Much Money Will I Need to Retire?

Do you ask yourself: “How much money will I need to retire?” Understanding how much money you will need to be able to retire is not an easy task. There are many variables, including lifestyle, debt, life expectancy, health and more. That is why it is so important to sit down with a retirement planning […]


A New Kind of Blackjack Table

Have you heard about the new Blackjack tables being offered across the country?  Most people are familiar with the old-style tables that allow you three options: Win, Lose or Push.   Let me ask…if you could remove one of these possible outcomes, which would it be?  Of course you would remove the “Lose” outcome.  That is […]


Misunderstanding Annuities

Over the last twenty-one years of my career in the financial industry, I have constantly been amazed at the misconceptions and lack of knowledge the public has about annuities. I understand that annuities are rarely (if ever) discussed in schools or colleges, but the average investor’s pre-conceived notion of these incredible retirement vehicles is grossly […]