Welcome to WealthPlanners, Inc.
WealthPlanners, Inc. is an independent financial consulting firm specializing in investing in a personalized manner. We offer our clients professional, independent and customized advice while serving their financial planning needs.
At WealthPlanners, Inc., we employ a variety of investment platforms as part of your planning. These platforms may include stocks, municipal, government, and corporate bonds, brokered federally insured CD’s, mutual funds, closed end funds, exchange-traded funds (EFTs), unit investment trusts, money managers, annuities and insurance and money managers.
A Time Tested Approach
Today, many financial planning firms have abandoned tailored planning and migrated to a much more streamlined approach of using money managers. While this may provide a predictable income for them, we believe that a client’s financial planning is best executed using all of the instruments available in the marketplace.
Financial Services for Individuals
WealthPlanners, Inc. offers many services tailored to our individual clients needs. A brief sampling of those services offered thru LPL Financial or our other affiliates include Stocks, Bonds, Mutual Funds, Annuities, Insurance, Asset Allocation Analysis, Retirement Plans and much more.
Financial Services for Corporations
WealthPlanners, Inc. offers a vast array of products and services for our corporate clients. Whether your company needs 401K’s, Retirement Plans or Employee Savings Plans (ESAPS), we are here to help.
For 35 years, we have been helping our clients build wealth through the foundation of strategic planning and investment. Our commitment is to provide personalized advice, impeccable service, and fully diversified financial resources to serve your total financial planning needs.
IMPORTANT CONSUMER INFORMATION
This site is for general information only and not intended to provide specific advice or recommendations for any individual. The LPL Enterprise Registered Representative(s) associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, FL, IN, NC, PA, SC, TX, VA, WV
Kevin McBarron is a registered representative with, and securities and advisory services offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC