12444 Brantley Commons Court
Fort Myers, FL 33907
  • (800) 726-1223

Nearing Retirement

You’re in your prime earning years, and you’re getting excited to enjoy the financial independence you’ve been working for. The goal of pre-retirement planning is to give you confidence that you can live the lifestyle you’ve envisioned while transitioning responsibly into retirement.

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Starting Early

You’re getting established in your career and you have a lot of balls in the air – From buying a home and paying off student loans to raising your children and funding their education and weddings. Financial planning helps you establish good habits early in order to pursue your goals.

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Financial Independence

You’re enjoying your retirement and finally living the lifestyle you’ve worked so hard for. Our endowment style planning and investment approach aims to maximize your enjoyment while also being mindful of your estate planning and philanthropic goals.

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The Wealth Planning Group's team of advisors offer plan-centric advisory services on a fee basis.  Our team-based approach focuses on financial planning in order to help you pursue your individual, family, and estate goals.

Since our inception in 1978, we've built our practice around a guiding principle: do the right thing.  As the investment world has changed, we've evolved with that principle in mind.

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