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

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…

Sarasota Independent Financial Advisor

Sarasota Independent Financial Advisor If you live in the Sarasota area and are searching for an independent financial advisor, you might be interested in the services of Wealth Planning and Design. As a firm that provides a biblical worldview to money and finance, Wealth Planning and Design can give you a fresh perspective on your finances. Schedule a no-risk, complimentary private session to discover your communication strengths. You’ll be amazed at what you learn! Call (941) 361-1484 today.

Por Que Erik Alvarez Es Considerado El Mejor Abogado De Accidente De Fort Myers

       ¿Busca un abogado de accidentes automovilísticos excepcional en el área de Fort Myers? No puede encontrar un abogado más agresivo y experimentado para manejar su reclamo por choques automovilísticos que en las Oficinas Legales de Erik Alexander Alvarez. Saben a qué te enfrentas, y lo que se necesita para obtener la compensación que mereces después de haber sido herido en un accidente.Los principales defectos en los automóviles y otros vehículos de ... Mejor Abogado De Accidente Fort Myers

Tax Preparation Wayne

Phoenix Tax Consultants
300 Bridge Street
Phoenxiville PA 19460 US
You can find affordable tax preparation services in and near Wayne at Phoenix Tax Consultants. Phoenix Tax Consultants offer many necessary tax services such as IRS audit representation, tax planning and preparation, and tax checklisting and filing. Phoenix Tax Consultants also offer low-priced services to small businesses. Call (610)-933-3507.


American Headstones Company
32646 Rachel Cir
Dana Point CA 92629 US
(949) 228-7055
American headstones has the perfect gravestone for your loved one. Click the 'American Headstones' link and select from the menu to see flat, slant, upright, or custom gravestones in granite or bronze design. Feel free to give us a call to discuss your needs with one of our design specialists. American Headstones Company

Whole Life Insurance

Home Life Insurance Term Life Insurance Whole Life Insurance Universal Life Impaired Risk Final Expense Survivorship Life Insurance Life Carriers Long Term Care L T C Carriers Disability Disability Carriers Medicare Supplement Supplement Carriers About Us Contact Us. Our underwriters search these carriers to get the best life insurance quote for you. Each life insurance company specializes in a segment or segments of the overall life insurance market. Signaturequote.com



  • Upcoming Event
    October 10, 2017
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    August 31, 2017
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  • Upcoming Event
    August 26, 2017
    3:30 am

    The Devyn
    7113 South Tamiami Trail
    Sarasota, 34231

  • Upcoming Event
    August 30, 2017
    10:30 am

    Homebanc Building
    Community Room-1st Floor
    6230 University Parkway
    Sarasota, 34240

  • Upcoming Event
    August 31, 2017
    10:15 am

    The Devyn
    7113 South Tamiami Trail
    Sarasota, 34231

  • Upcoming Event
    September 5, 2017
    12:00 pm

    The Devyn
    7113 South Tamiami Trail
    Sarasota, 34231

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