Professional Services


Professional Services

Services for Corporations

WealthPlanners, Inc. offers a vast array of products and services for our corporate clients.

  • Corporate Educational Seminars
  • 401K’s
  • Retirement Plans
  • Employee Savings Plans (ESAPS)
  • Third Party Administration (TPA) Services
  • Benefits Consulting
  • ERISA Rule 404c Compliance
  • Corporate Checking and Money Market Accounts
  • Corporate Investment Accounts
  • Business Valuation Services
  • Buy/Sell Business Insurance

Securities and advisory services offered through Union Capital Company, member FINRA/SIPC and a Registered Investment Advisor. Union Capital Company and WealthPlanners, Inc. are separate companies.