WealthPLAN Partners

At WealthPLAN Partners, we are a team of dedicated professionals passionate about helping mass affluent individuals prepare for and transition into retirement. Our goal is to provide comprehensive financial planning and wealth management services that cater to the unique needs of our clients. Our team, led by Jeremy Armagost, CFP, RICP, WMCP, has a deep understanding of the financial services industry and is committed to providing personalized advice and guidance to our clients.

Our Services

Our services are designed to help you navigate the complex world of retirement planning and wealth management. We offer a range of solutions that include:

1. Financial Organization: We help you get financially organized by gathering all your financial information in one place, so you can see the big picture and make informed decisions.

2. Investment Management: Our team manages your investments to ensure they align with your risk tolerance, investment horizon, and financial goals.

3. Social Security Planning: We help you maximize your Social Security benefits by determining the best time to claim them based on your individual circumstances.

4. Tax Planning: Our tax planning services are designed to minimize your tax liabilities and ensure you're taking advantage of all available deductions and credits.

5. Insurance Planning: We help you assess your insurance needs and develop a plan that protects you and your loved ones from unforeseen events.

6. Medicare Planning: Our team helps you navigate the complex world of Medicare and ensure you have the right coverage for your health care needs.

7. Estate Planning: We assist you in developing an estate plan that ensures your assets are distributed according to your wishes after your death.

8. Income Planning: Our income planning services are designed to help you create a sustainable income stream in retirement, so you can live comfortably without worrying about running out of money.

Our Team

At WealthPLAN Partners, we believe that our team is our greatest asset. Our team members have a deep understanding of the financial services industry and are committed to providing exceptional service to our clients. Our team includes:

1. Jeremy Armagost, CFP, RICP, WMCP: Jeremy is the founder of WealthPLAN Partners and has a deep understanding of the financial services industry. He specializes in helping mass affluent individuals prepare for and transition into retirement.

2. Amy Baruth, Client Service Specialist: Amy is dedicated to providing outstanding service to our clients. She manages daily operational tasks and ensures that our clients receive timely, accurate, and meaningful answers to their questions and requests.

Why Choose Us?

At WealthPLAN Partners, we believe that everyone deserves to live a fulfilling retirement. We are committed to helping you achieve your financial goals and ensure that you have the resources you need to enjoy your golden years. Our team is dedicated to providing personalized advice and guidance, and we are passionate about helping you build, manage, protect, and transition your wealth.

If you're looking for a financial planning and wealth management firm that truly cares about your success, look no further than WealthPLAN Partners. Contact us today to schedule an appointment and take the first step towards securing your financial future.