Retirement & Wealth Planning, Inc., is a professional retirement planning, business planning, individual financial services and estate planning firm.
For our business clients, we specialize in offering qualified and non-qualified retirement plans, buy-sell planning and business succession planning.
We work with clients to help them offer better retirements to their employees and to help accumulate wealth for the owners.
We develop client relationships. In addition to offering retirement and business planning to our clients, we offer a variety of insurance and investment products, and other supplemental services associated with our core retirement planning practice.
We work with your other selected advisors to present coordinated strategies and programs which may help you better achieve your stated objectives.
Our intent is to provide a clear explanation of our services, charges, responsibilities and expectations. We support open disclosure of philosophy, compensation, education, experience, and other qualifications. We want to help you be better informed as you work through this important area. Suggestions, input, and pertinent comments are graciously received.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Asset and Account Consolidation for Your Estate
Investment account consolidation is important to consider for estate planning.
4 Easy Ways to Turn the Next Generation into Savvy Savers
In times like these—nearly a decade after the Great Recession and in the midst of the current crisis—teaching your kids the value of a dollar is more critical than ever.
Understanding how a stock works is key to understanding your investments.
Student debt has become a reality for one in three U.S. citizens between the ages of 18 and 29, amounting to a nationwide debt of $1.5 trillion. And it can take a toll– not only on your wallet— but on your mindset.
Insurance policies are designed to help protect your livelihood, your loved ones, your property and those around you.
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
How federal estate taxes work, plus estate management documents and tactics.
The decision whether to buy or rent a home may have long-term implications.
What are your options for investing in emerging markets?
Have you explored all your options when it comes to managing your taxable income?
Learn about what risk tolerance really means in this helpful and insightful video.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Make your retirement as exciting as your next vacation.