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Professional Services

Services for Individuals

WealthPlanners, Inc. offers many services tailored to our individual clients needs. Below is a brief sampling of those services offered thru Union Capital Company or our unrelated affiliates.

  • Fee Based Planning and/or Commission Based Planning
  • Stocks
  • Bonds
  • Mutual Funds
  • Annuities
  • Insurance
  • Investments that may contain hard assets in areas such as oil, natural gas, timber, gold, loans, real estate etc.
  • Asset Allocation Analysis
  • 529 College Savings Plans
  • Retirement Plans
  • IRA Rollovers
  • Professional Money Managers
  • Financial Planning
  • Estate Planning
  • Tax Planning
  • Life Planning

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.