WR Wealth Planners

Advanced wealth planning for your life

April 15 is coming up – do you have a tax planner or a tax preparer?

Every dollar you save can be put toward your dreams – not in Uncle Sam’s pockets. Check out our blog to learn more about the differences between planning for tax season versus reacting to it.

What is wealth planning?

“I’ve been through planning before.” We hear this often when meeting with prospective clients. What we find out when they show us their “plan” is that it’s simply nothing more than a sales proposal with the end game of a transaction – that couldn’t be farther from the authentic planning process.

Are you looking for a trusted advisor who, like you…

Is a business owner?

Owns farms?

Owns cattle? 

Owns investment property? 

Understands managing employees and payroll? 

 

We think it’s important that our clients have advisors with real-world experience in the subject matter they provide guidance in. That’s why our clients work with financial advisors who can put themselves in your shoes.

 

what is wealth planning?

“I’ve been through planning before.” We hear this often when meeting with prospective clients. What we find out when they show us their “plan” is that it’s simply nothing more than a sales proposal with the end game of a transaction – that couldn’t be farther from the authentic planning process. 

Are you looking for a trusted advisor who, like you…

Is a business owner?

Owns farms?

Owns cattle? 

Owns investment property? 

Understands managing employees and payroll? 

 

We think it’s important that our clients have advisors with real-world experience in the subject matter they provide guidance in. That’s why our clients work with financial advisors who can put themselves in your shoes.

 

Why Us

At WR Wealth Planners, we are passionate about equipping and empowering people to make financial decisions that impact the people and things in their life that matter most. The first thing we do is listen. We want to know what our clients care about most – their dreams, challenges, and concerns. Then we put together a plan using a disciplined financial planning and investment process. We show our clients the impact of their financial decisions – before they make them. We show them how to implement the plan and make adjustments if needed as their life changes. Along the way, we do everything we can to take care of them.

The Wealth Planning Process

Wealth planning is an experience where every facet of your financial vision is planned for. After we collect data to help us understand what makes your situation unique, we utilize our team of experts to craft a scenario-based plan that we present to you. Following the planning process, you are assigned to a three-person team who will help you execute your personalized strategy and provide ongoing service for any plan changes or needs that arise. We then review your plan no less than annually for any updates to ensure you’re on track for success.

The Wealth Planning Process

Wealth planning is an experience where every facet of your financial vision is planned for. After we collect data to help us understand what makes your situation unique, we utilize our team of experts to craft a scenario-based plan that we present to you. Following the planning process, you are assigned to a three-person team who will help you execute your personalized strategy and provide ongoing service for any plan changes or needs that arise. We then review your plan no less than annually for any updates to ensure you’re on track for success.

Certifications & Credentials

As a highly-credentialed firm in, we take pride in our advisors’ constant pursuit of education. We currently hold the following certifications & credentials.

Certified Plan Fiduciary Advisors (CPFA)

Certified Private Wealth Advisor (CPWA)

Certified Divorce Financial Analyst (CDFA)

Certified Financial Planners (CFP)

What Makes Us Different

Comprehensive Planning Services

It’s our job to understand the complexities of your global situation and our financial plans are designed with your personalized goals in mind. We’ll continually evaluate your plan to make sure your financial plan is on track towards your goals and updated as your life changes.

Advice Goes Where You Do

We were virtual before it was cool. Whether you want to meet virtually, in person, on a boat, or in a hunting blind, we’re your team. Our ongoing communications provide continual transparency so you’ll stay informed on the markets and know what’s happening with your investments.

Fee Transparency

You should know what you’re paying your advisor and how we apply those fees to your investments. We’ll explain our fee structure so you have confidence that you’re receiving value from your advisor. After our conversation, your questions will be answered and make sense to you.

Peace of Mind

We want to add convenience to your lives and many of our services are designed to do just that. Whether working in tandem with your other advisors or providing holistic planning services, we’re on your team and offer simplicity and clarity to you.

Do you know your risk score?

Our Services

Our team is equipped to service the entirety of your financial life. We provide solutions throughout the family life cycle. From 529 plans for children to advanced tax planning techniques for your working years to legacy planning in retirement, WR Wealth Planners is prepared to help your family reach its goals.

 

What type of investor are you?

Disclosure: Investment Advisory Services offered through WR Wealth Planners, a Registered Investment Advisor. Learn More.
Form CRS is a simple and easy-to-read summary regarding the nature of a retail client’s relationship with our firm. Click here For more tips on evaluating advisors

 

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