"I'm confident that our advice can mean the difference between a stressful, fear-filled retirement, and a worry-free, enjoyable retirement."

-Dave Shields President/CEO

cropped-WMA-Web4.pngAt 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.

Planning for retirement today is much different than it was when our parents retired. Issues such as Taxes, Cost of Living Increases, Longer Life Expectancies, Inflation and the uncertainty of Social Security have caused us to re-think how we plan for 30 to 40 years of retirement.

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.

One of the biggest mistakes that many people make is to put-off planning for retirement. Don’t do this to yourself or your family. Contact Wealth Planners of America today, and take the first step towards a worry-free and enjoyable retirement! Feel free to browse our website, access our free reports, and contact one of our Wealth Planners today.


Free Reports

Download our exclusive free reports today.

"With the plans that Dave has put in place for us, through Wealth Planners, I know that I don't have to worry. That which we have put in, we have only seen a steady increase and never a decrease. I can't recommend it highly enough and I wish we had found out about Wealth Planners sooner." – Jim "I'm happy we don't have to worry at night about what's going on with our money and our security. As we get older it's nice to know our daughter will be well taken care of." - Eva


“The attention we get from them as individual’s, is just remarkable. It’s like we’ve become friends of the family. The knowledge and broad array of products that you have available is wonderful. And for almost all of our needs, they have something that will help.” – Diane “Wealth Planners of America has helped us set up a Fixed Income Account that gives my wife guaranteed income for life and gives me peace of mind. When the market is up I can grow my savings along with it but when the market is down I don’t lose a penny and it is safe.” - Rick


“Very friendly and it was not a sales pitch at all. They told us what it means to have estate planning. There was so much we did not know, that we changed, and it worked out good for us. To this day we both have peace of mind. I recommend people get a trust and use Wealth Planners of America, because of what they did for me.” - Leroy “I know that I will be taken care of and so will my children” - Nadine


Toll Free: 1-888-619-0001

Our offices are located across the country to assist you and your needs.

TEXAS - San Antonio, Corpus Christi, Laredo, Midland, Odessa, Austin

MINNESOTA -  Minneapolis, Minnetonka, Bloomington

FLORIDA - Jacksonville, Orlando, Melburn, Daytona Beach, Tampa, St. Petersburg

NEVADA - Henderson, Las Vegas

Fax: 210-340-4654

Corporate Office:

9706 Plymouth Rd., Suite 200

San Antonio, TX 78216

Email: info@wplanners.com