Planning

We offer a wide range of insurance products to choose from Life, Health, Medicare, Senior Final Expense, voluntary benefits plans and other insurance products to choose from. If you are an individual seeking a health insurance plan anywhere in the U.S. simply click here to go to The 401K man's Virtual Benefits Marketplace.

Business owners and H.R. personnel seeking group benefit plans can speak to a broker by calling 877-775-0812 and asking for the Group brokers side or click here to submit a group form detailing the group size or requested plan.

Investments can mean many different things to different people nowadays, and keeping up with the ever widening pool of choices can sometimes seem daunting. This is one of the main reasons The Wealth Planning Center was founded to help people keep up and understand the wide selection of investment choices available to them. Traditional investments like stocks and bonds have now been joined with ETFs, Annuities, alternatives and many other classes.

Finding the right investment choices nowadays is easy when you have the right professionals to help you understand the many choices available to you and what they can do to help at this point in your investment or retirement strategy.

There are also a wide variety of choices available in the alternatives marketplace to choose from if you would like to branch out from the conventional investment in the stocks and bonds marketplace.

REITs, Hedge Funds, Specialty ETFs and Mutual Funds, Private Equity, Managed Futures, Options, Commodities, Derivatives and Structured Products, Life Settlements and Premium Finance are just some of the alternative investment choices available to savvy investors seeking to diversify their assets.

I would like to introduce to you a Private Pension Plan, which is a unique retirement program for individuals and business owners. Most people are familiar with 401K plans or basic pensions. The Private Pension Plans are I.R.S. approved retirement plans that have been around for over four decades and are relatively unknown by those who could use them the most,

INSURANCE
INVESTMENTS.
RETIREMENT