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.

Bankruptcy – When To File: A Few Guiding Points

Filing for bankruptcy can be a good thing if done at the right time and in the right way. It can help businesses and individuals to get relief from debts so they can make a fresh financial start. It can help them save money and preserve their peace of mind.Bankruptcy can also be time-consuming and have a significant effect on an individual's credit score which can affect other aspects of their ... Bankruptcy When To File

High Risk Merchant Processor

JJS Global, Inc.
1546 Fleetwood Drive
Elgin IL 60123 US
224.535.9462
Don’t let your label as a high risk merchant processor keep you from finding a lender willing to work with you. JJS Global has ties with more than 40 lenders and can help you obtain a merchant account to accept credit card payments and ACH payments. With affordable solutions for both domestic and international merchants, JJS Global is the right agency to call. JJS Global, Inc.

Rural Mortgages Texas

LeaderOne Financial Corporation: Texas
8105 Rasor Blvd. Suite #305
Plano TX 75024 US
4694944444
Are you looking at your options for refinancing? LeaderOne helps local residents with rural mortgages in Texas. Work with the leaders in the industry who can help you secure the best terms and the lowest rates regarding your mortgage. Call Steven Frederick at 469-494-4444 to discuss your options or visit online and click on the ‘FAQ link to learn more. LeaderOne Financial Corporation: Texas

Financial Planner Austin Tx

surepathwealth.com
Are you searching for a dedicated financial planner in the Austin, TX area? Call SurePath Wealth Management for exceptional financial planning advice and coordination of your tax, estate, investment, healthcare and retirement future. See what others are saying about their experience with the experts by spending a few moments on the SurepathWealth.com website.

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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