"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
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.
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.
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"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
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
9706 Plymouth Rd., Suite 200
San Antonio, TX 78216