Our Investigation

Your Success

We have a very unique approach in that we help people FIND MONEY they are currently losing unknowingly and unnecessarily. We believe there is more opportunity to serve our clients by helping them avoid the losses than by  picking the winners.

If you are serious about achieving what matters most, you need a different approach.


Wealth Plan Difference

Live a financial life that matters.
Confidence your financial house is in order
Confidentially master you wealth


Are We Different

You want to live a life that matters and reach your financial potential.

But there is just too much to do and too little time. The important things are falling through the cracks. In fact, all kinds of things are falling through the cracks.

You know you’re capable of more, but it feels like time is running out. You don’t want to just survive, you want to make meaningful progress towards something that matters.

Wealth Planning and Design understands how hard it can be. Like you, we have faced the same challenges you have faced, including the overwhelming demands of family and a career that never leaves time for planning. Even with these obstacles we have figured out how to accomplish extraordinary success both personally and professionally. With over 50 years of combined financial planning experience we have successfully coached families to higher levels of achievement.

The truth is, it’s not your fault that you have tried and failed to establish a financial plan or that you keep getting…


Wealth Plan Difference


What  families want

Business Owners

What business owners want


What retirees want



  • Upcoming Event
    College Funding Workshop
    February 6, 2018
    6:30 pm

    The Out-of-Door Academy

    5950 Deer Drive

    Sarasota, FL 34240

    Parents, is your child heading to college soon? Don’t miss this important free workshop! We’ll discuss financial aid eligibility formula and countless other information you need to understand while in high school, to receive the maximum amount of grants, scholarships, and financial aid in college!

    In this workshop, you will learn:
    -How to navigate the confusion caused by the recent FAFSA deadline changes
    -How to send your child to an expensive private college for less than a state school
    -How to pick the right schools that will give you the best financial aid packages
    -How the U.S. Department of Education calculates your Expected Family Contribution (EFC) and which assets are taken into consideration
    -How to create a plan to pay for college in any economy without relying on 529 plans, expensive private student loans or raiding your retirement accounts
    -How to lower your “out-of-pocket” costs and get the maximum amount of financial aid from each school
    -How to increase your college-related tax deductions and tax credits

    Why Join?

    • Learn how to minimize the cost of college.
    • You don’t know what you don’t know.

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