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Wealth Planning and Management LLC is a financial planning firm and Registered Investment Adviser.  We provide fee-only financial planning services and client-centered private independent advice about your financial matters.   
 
We help busy people manage their investments, so they can focus on doing what's important to them.
 
Our clients prioritize significant savings to build sufficient financial assets, so as to be able to make working optional.
 
 
Our financial advice will be valuable if your goals include:
  • Creating and preserving personal wealth privately
  • Developing an investment portfolio
  • Increasing your peace of mind and freeing your time
  • Maximizing wealth transfer or charitable legacies
  • Minimizing the risk of financial catastrophe
  • Protection against inflation
     
  • Providing for a child's or grandchild's education
  • Reducing tax burdens
  • Using No Load Investments with Low Expenses
  • Socially Responsible Investing

Our services to help you reach your goals include:

  • Investment Management
  • Advice on your 401K or other retirement plans
  • Long-range and life-style planning
  • Lump-sum retirement plan 401K distribution advice and full assistance
  • Retirement planning strategies, and maintaining your standard of living
 
  
Our financial planners avoid potential conflicts of interest by working solely for you. We receive no compensation from third parties such as mutual fund or insurance companies.
 
 
Whether you are building assets for the future — or seeking to protect, enjoy, and pass on those you already have — Wealth Planning and Management is ready to help with sound, professional advice. We offer, by appointment, a free Get Acquainted teleconference to help you and us decide if working together is right for you.
 
This free Get Acquainted teleconference is offered by some planners.  If you are interested in better understanding how we work with clients, it is a great idea to take advantage of the free Get Acquainted teleconference.  



 



©2018 Wealth Planning & Management, LLC. All rights reserved.
Wealth Planning & Management, LLC is a Washington State LLC and a registered investment adviser in the States of Washington and Oregon. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
Wealth Planning & Management, LLC is a Washington State LLC and a registered investment adviser in the States of Washington and Oregon. The adviser may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.