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Wealth Planning Resources offers financial planning, asset management, & retirement plan solutions for businesses and professionals.

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Wealth Planning Resources - WPR Recent News

http://www.wlthpln.com/WPR_Recent_News.aspx

JOHN STEIGER EARNS ACCREDITED INVESTMENT FIDUCIARY DESIGNATION FROM THE CENTER FOR FIDUCIARY STUDIES. John B. Steiger CFP has been awarded the Accredited Investment Fiduciary. Fi360, based near Pittsburgh, PA, is the first full-time training and research facility for fiduciaries, and conducts training programs at universities throughout the United States and abroad. The Center for Fiduciary Studies confers the AIF Designation as well as the Accredited Investment Fiduciary Analyst™ (AIFA. This communicati...

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Wealth Planning Resources - ACCOUNT ACCESS

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To access your account information, please select the appropriate button below. If you are unsure of which system you should be using, please contact us. If you do not currently have a username and password and would like access to your account online, please submit your information using the form below and someone will contact you regarding your request. See your statements and confirmations online in Investor360°. The following fields are required. Please complete them and resubmit the form.

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Wealth Planning Resources - Webinar Archive

http://www.wlthpln.com/Webinar-Archive.aspx

We will be offering multiple webinars throughout the year on topics including the economy, retirement planning, estate planning, financial planning and business planning. Replays of the webinars are uploaded below for your convenience. 2016 Market Insights – Seek Bright Spots in Uncertain Markets. Presentation slides available upon request. Identity Theft: Protection, Prevention and Awareness. Presentation slides available upon request. What's on the DOL's Agenda - It's Not All Just the Fiduciary Rule.

4

Wealth Planning Resources - WPR Gives Back

http://www.wlthpln.com/WPR-Gives-Back.aspx

We are proud to support these organizations. Commonwealth Cares is a 501(c)(3) charity created to maximize the impact of our many and varied efforts to give back to the communities where we work, live, and visit. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network. A Registered Investment Advisor.

5

Wealth Planning Resources - Articles Library

http://www.wlthpln.com/articles_archive_(chron).aspx

Making the Most of Life Insurance Tax Benefits. Get an overview of three key tax features available via life insurance. Wedding Finances: A Survival Guide. Get tips for keeping wedding expenses in check, whether you're the host or a guest. Caring for Your Aging Parents. Learn how to help your parents maintain their independence as they get older. Building a Better, Budget-Friendly Vacation. Get tips for planning a relaxing summer break (that won't break the bank). Questions to Ask When You Inherit a Home.

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Wealth Planning Resources - HOME

Providing Access to Comprehensive Independent Financial Advice. Since 1993, we have connected financial solutions to our clients' life goals. We are guided by these principles:. We honor and value our clients' trust. We prioritize goals, needs, and desires. We deliver consistent and high-touch service. Our busy clients have confidence in us to keep them informed, organized, and on track to reach their goals. What’s on the DOL’s Agenda (It’s Not All Just the Fiduciary Rule). View the Featured Article.

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