Services
Services for Individuals
WealthPlanners, Inc. offers many services tailored to our individual clients needs. Below is a brief sampling of those services offered thru Union Capital Company or our unrelated affiliates.
- Fee Based Planning and/or Commission Based Planning
- Stocks
- Bonds
- Mutual Funds
- Annuities
- Insurance
- Investments that may contain hard assets in areas such as oil, natural gas, timber, gold, loans, real estate etc.
- Asset Allocation Analysis
- 529 College Savings Plans
- Retirement Plans
- IRA Rollovers
- Professional Money Managers
- Financial Planning
- Estate Planning
- Tax Planning
- Life Planning
Services for Corporations
WealthPlanners, Inc. offers a vast array of products and services for our corporate clients.
- Corporate Educational Seminars
- 401K’s
- Retirement Plans
- Employee Savings Plans (ESAPS)
- Third Party Administration (TPA) Services
- Benefits Consulting
- ERISA Rule 404c Compliance
- Corporate Checking and Money Market Accounts
- Corporate Investment Accounts
- Business Valuation Services
- Buy/Sell Business Insurance
Kevin McBarron is a registered representative with, and securities and advisory services offered through, LPL Financial, a registered investment advisor. Member FINRA/SIPC