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How We Work

At Wealth Planning Services, we help our clients pursue their long-term goals by focusing on managing risk investments to help create an investment strategy that will grow with them throughout the years. We never pressure our clients to make a financial decision that they’re not comfortable with and we work with them to develop a strategy that is right for them.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Planning

Estate Planning*

Cash Flow and Asset Allocation

Education Planning

Life Planning

Investment Management

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

*Estate planning offered through Wealth Planning Service. Wealth Planning Services and LPL Financial are Separate Entities

We work closely with small business owners and individuals with their investment management needs. For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.