Wealth Planners of America
401 East Sonterra Boulevard, San Antonio, TX 78258
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
About the Business
Wealth Planners of America, located at 401 East Sonterra Boulevard in San Antonio, Texas, is a finance institution that specializes in retirement planning. At Wealth Planners of America, we understand that each individual's retirement goals and needs are unique. Our team of agents and advisors work with clients to create personalized solutions that provide peace of mind throughout their retirement years. From constructing a solid financial foundation to addressing specific wants and needs, we help clients navigate the challenges of retirement with careful planning.
Our services include a complimentary 401k Optimizer tool to help clients optimize their investment choices, as well as strategies for generating tax-free income in retirement. We also assist clients in utilizing Self-Directed Brokerage Accounts (SDBA) for managing their 401k accounts and offer guidance on converting traditional IRAs to Roths for optimal tax outcomes. Additionally, we provide advice on preserving assets, managing Required Minimum Distributions, and utilizing 529 plans for higher education expenses.
For Qualified Investors, we offer investment opportunities in Opportunity Zones (OZs) with benefits such as capital gains deferral and tax-free growth. Wealth Planners of America partners with Wealth Watch Advisors, Inc., a SEC Registered Investment Advisory Firm, to provide clients with a full suite of retirement planning solutions. With our personalized approach and commitment to client success, we help individuals achieve care-free retirements tailored to their unique circumstances.
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