Wealth Planners, LLC

Welcome

 

ad-vo-cate  (noun):  1.  one who defends or maintains a cause.  2.  one who acts on behalf of another

un-bias-ed  (adjective)  1.  free from all prejuidice and favoritism  2.  impartial - objective

Introducing James Crow with Wealth Planners, LLC.  Jim knows and understands the serious consequences that can happen when people receive biased advice.  For this reason, Jim has founded Wealth Planners, LLC a Registered Investment Advisor to legally and ethically act in a fiduciary capacity providing unbiased advice. 

WHO CAN YOU TRUST?

In any successful relationship, TRUST is essential.  When looking for a financial advisor, you deserve to know how we operate so you can make an informed decision about working with us. 

A Registered Investment Advisory Firm has a FIDUCIARY RESPONSIBILITY to act in your best interest. 

This website was designed for just that purpose - to give you information about us so you can decide whether our services are appropriate for you. 

  "You spend your working life building assets...Let us show you how to get the most out of them during retirement!"

"It is your money...let us help you keep it!"
Contact us:
(800)  883-8615

 

 National Ethics Bureau Member
Wednesday, March 10, 2010

REGULATORY DISCLOSURE:

All written content on this site is for information purposes only.  Opinions expressed herein are solely those of Wealth Planners, LLC, and our editorial staff.  Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness.  All information and ideas should be discussed in detail with your individual adviser prior to implementation.  Fee-only financial planning and investment advisory services are offered by Wealth Planners, LLC, a Registered Investment Advisory firm in the State of Wisconsin.  The presense of this web site shall in no way be construed or interpreted as a solitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Wisconsin or where otherwise legally permitted. 

Site Meter