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 Life Insurance

Sarasota Life Insurance If you live in or around the Sarasota area and are searching for a financial advisor to help with life insurance planning, Wealth Planning and Design would like to sit down and talk with you. Wealth Planning and Design has a program that begins with communication, and in discovering your unique strengths where communication is concerned. To speak with an expert from Wealth Planning and Design, call (941) 361-1484 and schedule a complimentary private session.

Flat Headstone

American Headstones Company
32646 Rachel Cir
Dana Point CA 92629 US
(949) 228-7055
Are you interested in having a flat headstone made for a loved one’s marker? Visit AllHeadstones.com to customize a headstone or select the perfect stone with which to make the market. You should obtain a written copy of the cemetery’s rules and regulations to assist with the guidelines before you have the headstone made. For more information, call 949-228-7055. American Headstones Company

Bookkeeper In Toronto

quadbusinessservices.com
There is a lot more to proper business bookkeeping than mere addition and subtraction of numbers. Quad Business Services provides a range of bookkeeping, tax preparation, valuation and savvy financial consultation services. When you require a reliable, first class bookkeeper in Toronto, give Quad a call on 647.725.6980 and tell us what you need.

How To Avoid Amt

Employee Stock Option Fund
999 Baker Way Suite 400
San Mateo CA 94404 US
(650) 262-6670
If you are wondering which is the best way to avoid AMT, there is now an excellent way to avoid the huge cost, thanks to ESO Fund. AMT, or Alternative Minimum Tax, is an expensive fee that keeps many stockholders from using the options available to then. ESO Fund helps cover these fees and taxes so you can freely explore option; call (650)-262-6670. Employee Stock Option Fund

Quickbooks Accountant Duluth

accountingpartnersusa.com
Accounting Partners, Inc.
678-990-0924
Are you setting up a business and thinking about accounting software? The best time to get started with a QuickBooks accountant in Duluth is at the inception of your business, or just after. Give us a call at Accounting Partners to get started out on the right foot. Our ProAdvisors are experts with QuickBooks and can offer exceptional assistance.

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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