Slide 1
Live a Life Well Planned

Care-free retirements are possible.
Careful planning is the key.

Slide 2
Chart Your Course

Proper guidance can help you navigate the challenges of retirement.

Slide 2
Build Your Dream Retirement

With a proper foundation, your retirement can weather all sorts of uncertainties.

Slide 2
Leave a Legacy

Show generosity to family or charities on your terms.

Slide 2
Travel the World

Retirement is different for everyone. What is it you would like to do?

previous arrowprevious arrow
next arrownext arrow

MAP OUT

YOUR RETIREMENT

At Wealth Planners of America, we don’t believe in the “one size fits all”  mentality.  Each of our clients have unique circumstances and therefore they require a special set of solutions in order to meet their objectives. 


Our approach
 starts with constructing the proper foundation to meet your “needs” and then builds upon that to address your “wants”, ultimately providing you with peace of mind throughout your retirement years.  Through a variety of financial solutions, our team of agents and advisors can help you protect and grow your hard-earned savings.  They can also work with you to create a retirement roadmap to keep you on the path to success.

WHAT WE DO for our Clients

In addition to supporting our clients with a full suite of retirement planning solutions, here are some specific areas we can assist with:

401K, 403B, 457 and TSP OPTIMIZATION

Our complimentary 401k Optimizer tool can help you with that. Whether you work for a large corporation, or a small local business, we can provide you with professional guidance to optimize your investment choices.

TAX FREE INCOME

Wouldn’t it be nice to have large portion of your income be 100% tax free? By taking advantage of a common financial solution, our advisors can show you a little-known secret the wealthy have been using for decades to produce truly tax-free income in retirement.

SDBA (Self-Directed Brokerage Account)

Nearly 50% of all 401k plans in the US have a little-known provision called SDBA or Self-Directed Brokerage Account, allowing plan participants to utilize an independent advisor to manage their 401k accounts during their working years.

SOCIAL SECURITY MAXIMIZATION

Even if you have been contributing to a traditional IRA for years, there still may be an opportunity and a benefit to convert to a Roth. There are many variables to consider. Our advisors can help you weigh the pros and cons and if necessary, create a conversion plan for optimal tax outcomes.

401K ROLLOVER

As retirement nears, it is critical to take a different approach to how your 401k is invested. Accumulation should become secondary to Preservation of your nest egg.

ROTH IRA CONVERSION

Even if you have been contributing to a traditional IRA for years, there still may be an opportunity and a benefit to convert to a Roth.

RMD PLANNING

Required Minimum Distributions (RMDs) can cause unwanted tax burdens which may create excessive losses. Through proper planning, we can help you protect your assets and avoid potential negative tax implications.

ESTATE PLANNING

As retirement nears, it is critical to take a different approach to how your 401k is invested. Accumulation should become secondary to Preservation of your nest egg.

529 COLLEGE SAVINGS PLAN

A 529 plan is a US tax-advantaged savings plan designed to accumulate funds for future higher education expenses for a specified beneficiary. Let our advisors show you how to use this unique tool to help your children or grandchildren.

OPPORTUNITY ZONES

For Qualified Investors, OZ’s may offer a unique investment solution with benefits such as capital gains deferral, tax free growth and possible tax credits to offset passive gains.

Innovative Technology to Protect Your Investments

Wealth Planners of America offers investments through Wealth Watch Advisors, Inc, a SEC Registered Investment Advisory Firm.