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Wealth Planning Resources - HOME

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

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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 - Our Team

http://www.wprplanning.com/ourteam.aspx

John B. Steiger, CFP. President of Wealth Planning Resources, LLC. FINRA Series 7 and 65 Registrations. Life, Accident and Health Licensed. Maintains professional designations: Certified Financial Planner (CFP. Accredited Investment Fiduciary (AIF. Chartered Financial Consultant (ChFC), and Accredited Estate Planner (AEP). Investment Advisor Representative of Commonwealth Financial Network. Provides limited scope 3(21) fiduciary services. Investment Advisor Representative of Commonwealth Financial Network.

2

Wealth Planning Resources - OUR SERVICES

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We provide you with unparalleled service. We understand that you have placed your trust in us to help you reach your financial goals. In return we provide unparalleled service. We keep you informed of the progress of your service requests and the status of the implementation of your plans. Most importantly, we review the plan regularly to make sure it is keeping up with the changes in your life. Implement financial tools according to plan. Set up accounts, plans, and policies. 147;Check in” contacts.

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Wealth Planning Resources - MARKET NEWS

http://www.wprplanning.com/themarket.aspx

Market Update for the Month Ending August 31, 2016. Posted September 7, 2016. World markets resilient in August. Global markets ended August slightly positive, as early gains were partially offset by volatility toward month-end. U.S. equity markets posted small increases in August. The S&P 500 Index closed the period up 0.14 percent, the Dow Jones Industrial Average was up 0.26 percent, and the Nasdaq led the way with a gain of 1.18 percent. Technicals also continued positive, as the emerging markets ind...

4

Wealth Planning Resources - WPR Recent News

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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...

5

Wealth Planning Resources - Retirement Consulting

http://www.wprplanning.com/Retirement_Consulting.aspx

This communication strictly intended for individuals residing in the states of CA,CT,DC,FL,IL,IN,MA,MD,ME,NC,NH,NJ,NY,RI,TN,TX,VA,VT. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. 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.

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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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