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.

THE

Wealth Plan Difference

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

HOW

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…

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.

Living Benefits Life Insurance Calgary

freebornfinancial.com
Living benefits for life insurance in Calgary are handled by one of the best and most professional life insurance agencies in the area, Freeborn Financial. Freeborn Financial has been rated the leading life insurance company because of their low rates, large selection of service areas, and safe insurance plans. Call (403)-238-0238.

Buy Property In Cyprus

the1eupassport.com
Search for property in Cyprus with the1eupassport.com - the best place to search for Cypriot property and part of the1eupassport.com, the number one property website. Stunning scenery, beautiful beaches and ancient ruins - Cyprus is an island paradise in the Mediterranean Sea. With plenty of villas, houses and apartments for sale, you can find your dream holiday property in Cyprus on the1eupassport.com because the1eupassport.com is the best place to find the latest property in Cyprus. Cyprus draws on a rich patchwork of cultures, having seen everything from Middle Eastern to Western Europea

Personal Tax Grande Prairie

mlllp.ca
McNabb & Lucuk LLP
780-539-3400
Contact McNabb Lucuk for accuracy and professionalism when it comes to personal tax in Grande Prairie. We are highly qualified to provide asset protection, family tax minimization, tax compliance, tax planning, and retirement planning. We are on the cutting-edge of new tax law for your peace of mind.

Quickbooks Daytona Beach

LeFils & Company, LLC
260 Hand Ave
Ormond Beach FL 32174 US
386 672 6882
Want to learn more about QuickBooks in Daytona Beach? LeFils & Company offers 10 reasons why you need QuickBooks if you’re a small to mid-sized business owner. Find out more on their CPA website or call a Certified Public Accountant from their firm at 386-775-6989 to speak with a financial expert. LeFils & Company, LLC

Tax Attorneys Ut

taxlawsolutions.com
Michelle Turpin P.C. Tax Attorneys
(801) 326-0500
Michelle Turpin is one of the most reputable tax attorneys UT. She has represented taxpayers in the country for more than 26 years. Schedule a consultation with her at TaxLawSolutions.Com. Michelle Turpin, P.C. Tax Attorneys is accredited by the Better Business Bureau. She can help you deal with the IRS.

Our

Events

  • Upcoming Event
    October 10, 2017
    6:30 pm

    http://www.mylocalevent.org/rsvp-events/mark-c-oct-12/

  • Upcoming Event
    August 31, 2017
    12:08 am

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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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