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

-David Shields President/CEO

401k Rollover

If you’ve been contributing to a 401K (or other defined benefit plan) at your place of employment, we applaud you for taking steps towards securing your retirement! Many companies offer a match on a portion of your contributions…which is like free money to you.

Tax-Free Retirement

You may have heard one of our Wealth Planner ads about turning your taxable retirement accounts into a tax free lifetime income stream. There have also been numerous books written recently on this topic.

Traditional IRA to a Roth IRA Conversion

Roth conversions are becoming more popular each year, as Boomers realize that they may be in the lower tax bracket today than they will be in retirement. As our government continues to spend, our country’s obligations continue to skyrocket.

IRA Stretching

Most Americans remember Benjamin Franklin for the incredible contributions he made to our country in its early years. As one of our Founding Fathers, his inventions, writings, scientific findings, political actions, charitable acts, and Constitution penmanship have earned him the title of “The First American”.

Estate Planning

P4 Estate Planning is Wealth Planners of America’s unique four-step strategy for managing your assets in today’s financial climate. By having a proper plan in place, you will be able to: Prepare a solid foundation for your family’s estate. Protect your assets for today and your family’s future.

Free Consultation

Our planners have years of experience in assisting thousands of clients with sound, conservative retirement and estate plans. 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.

Exclusive Free Reports

It is our goal to assist you in creating a worry-free and secure retirement. We hope that you find these exclusive free reports informative and helpful.

About Us

At Wealth Planners of America, we don’t believe in a “one size fits all” mentality when it comes planning for retirement.  Many advisors try to push their clients into one product to meet all of their retirement goals, but we believe in using many investment and insurance solutions in creating a plan for our clients.  Some are geared towards growth, some safety and others income.  Our approach starts with the proper foundation based on guarantees, and then builds upon that foundation to achieve future goals and maintain a retirement income that addresses risks such as inflation, longevity and potential tax increases. 

If you are considering retirement or are already retired, you need a financial coach with the ability to help you create a true retirement plan.  A true plan gets you from point A to point B, pointing out potential hazards along the way and suggesting detours to avoid them.  Our Wealth Planner advisors can show you how to wisely invest and protect your nest egg from the uncertainty of the markets and guarantee an increasing income stream in retirement. As legally-bound fiduciaries, it is our required responsibility to always act in the best interest of our clients.  We take this very seriously.

Thank you for visiting Wealth Planners of America.  Please feel free to browse our website, access our free reports and be sure to schedule a complimentary consultation with one of our advisors today.

Innovative Technology to Protect Your Investments

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