Financial planning
Individualized plans developed through an ongoing process.
Wealth Planning Group
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About Wealth Planning Group
Based in Irvine, Wealth Planning Group is a financial advising firm serving individuals, families, and business owners. It develops individualized financial plans and provides personalized wealth management and investment management services. The ongoing planning process includes identifying goals, assessing risk tolerance and time horizon, allocating assets, implementing portfolios, and monitoring them over time. Retirement strategies are a focus for people approaching or already in retirement, with hands-on guidance and education about financial concepts and investing. The firm also helps clients consider estate and legacy planning in coordination with an estate planning attorney, and tax planning in coordination with a CPA or tax professional. Wealth Planning Group does not draft legal documents, provide legal advice, or prepare tax returns.
Disclosure: Profile information has been compiled from publicly available sources and has not yet been verified by the business.
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Services & specialities
Highlights
Portfolio management
Portfolios are allocated, implemented, and monitored over time.
Retirement strategies
Planning support for people approaching or in retirement.
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