At Wealth-Builders we provide financial planning and investment management services to individuals, families and their retirement plans.  We will work with you to develop a custom financial plan around your personal situation and individual needs and help you implement the appropriate investment strategy.


The benefits of financial planning are myriad. In fact, everyone has a financial plan. “Doing nothing” or “Deciding later” can be considered a plan … it is just not a good one. The old saying goes, “people spend more time planning their Thanksgiving dinner than they do planning their finances.” Even the most basic financial plan can have positive effects. A few examples of these benefits are:

  • Having clear vision about what is really and deeply important to you in life and aligning your finances accordingly.
  • Having the confidence that will be able to retire or have the option to do whatever you chose to do later in life.
  • Having your savings or investments working as hard as you.
  • Knowing that your family is financially provided for if something happens to you. If you’re wondering how much does a will cost? we have the answer for you.
  • Being able to provide college education to your children.
  • Paying the lowest legal amount of taxes.
  • Using your money efficiently to benefit an Institution, Charity or other cause you deeply believe in.
  • Having the peace of mind that you control your financial future and not random life events.
  • Sleeping better at night.



Each of our clients is unique. We would like to meet with you to learn about your concerns, your values, dreams and goals. This allows us to gain a clear understanding of how we may best be able to help you.

To start our discussion, please contact us.