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An Optimum Interface Between Financial Planners And Clients. Wealth Plan starts as a case preparation tool for financial planners and wealth managers. But it goes far beyond that. By defining all investments in terms of their behavior (asset classes) and translating a client's risk tolerance into an investment target model, it promotes profitable and responsible portfolio management (as described in How Wealth Plan Helps You. Once the client is given a "bridge code", he/she can download My Wealth Plan to...

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Blog - Saving Money the Smart Way

Saving Money the Smart Way. Saving Money the Smart Way. Important Facts About A Real Estate Limited Partnership. July 9, 2015. Comments Off on Important Facts About A Real Estate Limited Partnership. Continue Reading →. 3 Common Mistakes In Retirement Planning. June 26, 2015. Comments Off on 3 Common Mistakes In Retirement Planning. Continue Reading →. 3 Financial Planning Tips For College Students. June 23, 2015. Comments Off on 3 Financial Planning Tips For College Students. College can be a wonderful ...

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WealthPlan Advisors

INVESTMENT AND RETIREMENT PLAN CONSULTING. For individuals and corporations. With over 125 years of combined retirement plan and investment experience, our team is dedicated to helping the people, businesses and organizations of the regions we serve. Whether we are working with plan sponsors to manage the demands of acting as fiduciaries or helping individuals develop long-term financial goals, we provide specialized industry expertise with complete objectivity. Retirement plan sponsors and fiduciaries.

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Home | WealthPlan Advisors Group

Your Choice For Adviser. Your Future To Create. Your Turn To Retire. For Potential New Clients. Ldquo;We help others prosper by assisting them to make informed decisions with the goal of enhancing their quality of life”. Innovative financial solutions and approaches. Disciplined investment approaches that are responsive and pro-active. Active communication to involve you in your financial success. It makes a difference. Hire a team of qualified professionals. Increase your access to the answers you need.

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WealthPlan Associates, LLC

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wealthplanblog.blogspot.com

Finance Blog

Monday, November 5, 2007. How Variable Annuities Work. A variable annuity has two phases: an accumulation phase. And a payout phase. During the accumulation phase. The Death Benefit and Other Features. A common feature of variable annuities is the death benefit. If you die, a person you select as a beneficiary (such as your spouse or child) will receive the greater of: (i) all the money in your account, or (ii) some guaranteed minimum (such as all purchase payments minus prior withdrawals).