Browse through our services below…

 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. read more

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. read more

Traditional IRA to a 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… read more

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”…read more

P4 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… read more

Toll Free: 1-888-619-0001

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

San Antonio, TX – Corpus Christi, TX – Laredo, TX – Minneapolis, MN – St. Paul, MN – Jacksonville, LA – Henderson, NV

Fax: 210-340-4654

9706 Plymouth Rd., Suite 200

San Antonio, TX 78216