Mike’s Reflection on Building Wealth Planning Corporation
How Wealth Planning Corporation operates and what clients have come to expect from the WPC Team. A Founder’s Reflection by Mike Johnson.
How Wealth Planning Corporation operates and what clients have come to expect from the WPC Team. A Founder’s Reflection by Mike Johnson.
Review your asset allocation. One of the major advantages of working with a financial planning team like ours at Wealth Planning Corporation is that we work with your personal risk tolerance to find the right asset allocation for you. Based on your age, your goals, your risk tolerance, and many more personal factors, your portfolio …
We are proud to share that Wealth Planning Corporation is one of 23 Cincinnati-area firms to be named an advisor by the Greater Cincinnati Foundation. This distinction means Wealth Planning Corporation can continue to manage client funds that are designated for charitable giving to the Greater Cincinnati Foundation. This is an acknowledgement of the service …