Wealth Protection Strategies
Wealth Protection Strategies offers full-service financial planning. Since inception, WPS has been working with individuals and business owners on asset protection, wealth transfer strategies, life insurance options, and business succession planning.
Over the course of the past few years WPS has broadened its core business t o also include wealth accumulation strategies and asset management as an area of focus. Our process begins with an in-depth evaluation of your current financial situation and goals. We then use all resources available to us, including a large support team and our financial planning software, to create a thorough analysis before meeting to review and discuss recommendations.
We have worked with many physicians groups, helping in the creation and funding of various pension and 401k/profit sharing plans. This is done while keeping in mind the group's estate planning, asset protection, and full gap analysis of in force insurance planning needs. At Wealth Protection Strategies we have always focused on working with business owners across varying industries as we understand their concerns and challenges and are able to add tremendous value to their business.