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WealthPlanners, Inc. is an independent financial consulting firm specializing in investing in a tax efficient manner. We offer our clients professional, unbiased and objective advice while serving their financial planning needs.


Request ConsultationToday, many financial planning firms have abandoned tailored planning and migrated to a much more streamlined approach of using money managers. While this may provide a predictable income for them, we believe that a client’s financial planning is best executed using all of the instruments available in the marketplace.

At WealthPlanners, Inc., we employ a variety of investment platforms as part of your planning. Stocks, municipal, government, and corporate bonds, brokered federally insured CD’s, mutual funds, closed end funds, exchange-traded funds (EFTs), unit investment trusts, annuities and insurance, money managers, managed futures, hedge funds, and investments that hold hard assets such as real estate and real estate investment trusts (REITs), oil and natural gas, and equipment leasing are offered to help navigate the volatile markets of today.

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Securities offered thru Union Capital Company Member of FINRA/SIPC Advisory Services offered thru Union Capital Company. Securities and Advisory activities supervised from 6425 E. Grant Rd. Tucson, Arizona 85715. Union Capital Company and WealthPlanners, Inc. are separate companies.