513-733-1750 Why WPC? Services Prospective Clients Current Clients College Planning News and Events Contact Who We Serve Our clients are individuals and families in various stages of wealth accumulation and distribution. CLIENT STORIESNEXT GEN Discovery Meeting Materials Please complete the Goals and Concerns worksheet to prepare for your Discovery Session. DOWNLOAD MATERIALS We look forward to working with you! Stages of Wealth Foundations Emerging investors who need guidance in defining their goals, establishing a sustainable savings rate, opening Roth IRA’s and selecting a 401k allocation. Blueprint Accumulators (pre-retirees) seeking full financial planning and investment management services including annual 401k guidance, college funding, and Social Security analysis. Pathway Retirees looking for sustainable tax-efficient income solutions, Medicare planning, and estate or charitable giving planning. Legacy Individuals with a significant net worth in need of comprehensive planning in multiple areas and future family wealth guidance. Our Office 8370 E. Kemper Rd Cincinnati, OH 45249 Contact Us 513-733-1750 800-551-1704 Office Hours Mon-Thu 8:30 AM – 5:00 PM Fri 8:30 AM – 3:00 PM Important Links ADV Brochure Client Relationship Summary Broker Check by FINRA Privacy Policy © 2020 Wealth Planning Corporation