Wealth Planners of America

At Wealth Planners of America, we help you create a road-map for your retirement. Contact us today and let us help you plan for a stress-free retirement!


The 'most important chart in the world' right now, according to a BofA strategist

marketwatch.com Global central bankers are “intent on smashing Wall Street bears out of the ballpark,” according to Bank of America strategist Michael Hartnett


Will You Have Enough Money to Retire?

consumerreports.org Wondering whether you will have enough money to retire? In the wake of the Great Recession, Consumer Reports shows you how to get back on your financial feet even if you’re getting a late start.

Michael Gerberding

The trade war is dragging on. The yield curve is inverting. Investors are fleeing to safety. Global growth is slowing. The stock market is dipping. The Millennials are screwed.


Franklin Templeton fund manager loses $1.8 billion in one day on Argentina bets: Financial Times

cnbc.com Franklin Templeton fund manager Michael Hasenstab lost $1.8 billion on Monday due to the market slide in Argentina, according to the Financial Times.


Dow drops 800 after bonds flash warning of recession

If you’re not paying attention to the stock market you may want to read this article. The old saying that “it’s better to safe than sorry” holds very true when it comes to your life savings.

Stay informed. Be smart. Pay attention. Better to be safe than sorry!


kare11.com Compared to the free-swinging and sometimes emotional stock market, the bond market is supposed to be the sober and measured one.


Why women are less prepared for retirement than men

Women are less financially prepared for retirement than men. Financial education is simply the key to success.

Good advisors who care, will give away their golden nuggets for free! Go get educated lady’s!



cnbc.com Only 62% of women have a strategy to avoid outliving their savings in retirement, versus 76% of men, according to a survey from Nationwide Advisory Solutions. Here's how to shore up your finances.


Use This Simple Trick to Estimate Your Retirement Income Needs

Do you know how much money you’ll need in retirement? Use this tool to find out!

Or, contact us for a Wealth Planner in your area who can provide additional help.


finance.yahoo.com And it's super easy.


If you’re feeling despair over your retirement outlook, check this video out. It’s never to late to improve!

Chris Gardner was a homeless single father trying to make a better life for his son when he had a chance encounter with a man in a red Ferrari that changed his life forever. This is his story.


8 Tips to Successfully Semi-Retire

Semi-Retirement is becoming very popular! Here are 8 tips to help you:


money.usnews.com Consider your health care plans, income sources and tax bracket before making the transition.


5 Things You Need to Know Before You Retire

This professor specializes in the distribution phase of retirement and has 5 well thought out points that you should be considering.


finance.yahoo.com Take it from a professor who has spent the last 10 years focusing on the distribution phase of retirement, here are some lessons to live by.


Guaranteed Lifetime Withdrawal Benefit

The Indexed Annuity Leadership Council has a new video, which breaks down the guaranteed lifetime withdrawal benefit that provides predictable income in retirement. Check it out!


My Family Financial Miracle

See the proof for yourself! We're so confident in this family planning solution, we will send you a copy of "My Family Financial Miracle" for FREE.

myfamilyfinancialmiracle.com Why Everyone Needs My Family Financial Miracle In this crazy world of financial change you need the three essential components for your money: growth, income, and protection. What would you do if you were handed a half million dollars—cash. You’ve earned it from years of hard work. For all you know,…

Eliminating Risk in the New Year

Will the FED raise rates? Eliminate the risk in the New Year!
The last thing you should do is gamble with your money. Let us show you how to eliminate that risk. We offer sound advice and piece of mind to ensure a secure financial future. To schedule a complimentary review of your retirement strategy and learn more click here: http://wplanners.respond.ontraport.net/consultation
#NewYear #InterestRates #Market #Wallstreet #Changes #BePrepared #SafeMoney

My Family Financial Miracle

In this crazy world of financial change you need the three essential components for your money: growth, income, and protection.
What would you do if you were handed a half million dollars—cash. You’ve earned it from years of hard work. For all you know...
*Enter PROMO CODE:000111 for more exclusive content
#FinancialPlanning #SafeMoney #Security #MyFamilyFinancialMiracle #MerleGilley #Retirement


Social Security Law Changes in Simple English

#SocialSecurity #NewYear #Changes #BePrepared #SafeMoney

wplanners.com In the dark of night, behind closed doors Congress and President Obama struck a budget deal that will raise the US Debt limit until Obama is out of office in 2017. One of the areas changed is how American’s claim their Social Security benefits. The 2 main claiming strategies that we have recommended…


Taxes Up? Taxes Down? - Wealth Planners of America

“What do you think taxes will do in the future?” #NewYear #TaxChanges #Taxes #Changes #BePrepared

wplanners.com One of the most frequent questions I hear clients ask is “what do you think taxes will do in the

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How a 1% savings boost could sweeten your retirement

A little saving can have a big turn out! Save an extra $33 a month and it could become $320 in monthly income in your retirement!
Call us today to find out how:1-888-619-0001 #retirement #safemoney #smartmoney http://finance.yahoo.com/news/how-a-1--savings-boost-could-sweeten-your-retirement-155040943.html

finance.yahoo.com How $33 in monthly savings becomes $320 in monthly income.

"In this world nothing can be certain, except death and taxes." -Benjamin Franklin #qotd #benfranklin #finances #taxes #planning #smartmoney #wealthplannersofamerica #wpa


Traditional IRA to Roth Conversion

Interested in converting your Traditional IRA to a Roth Conversion? Call us today! #wealthmanagement #safemoney #financialplanning #finance

wplanners.com Convert your Traditional IRA to a Roth, while you still can! We’ve already helped hundreds begin to convert their fully taxable IRA’s into tax-free Roth’s.

Home Page - Wealth Planners of America

Is your money safe for retirement? #retirement #finance #planning #financial #wealthmanagement #advisors #safemoney

wplanners.com Our team of wealth planners can show you how to protect your principal from the uncertainty of the market and guarantee an income stream in retirement.

Wishing you and your family a Happy New Year from Wealth Planners of America! Do you have any New Year's Resolutions? Share them with us! #Happy #NewYear #Resolutions #Share


Tax-Free Retirement - Wealth Planners of America

Taxable or Taxfree, its your choice...We've helped hundreds of our clients establish a program that will provide TAX FREE, yes, TAX FREE income to them in their retirement years. #taxfree #retirement #smartmoney #wealthplannersofamerica

wplanners.com We’ve already helped hundreds of our clients establish a special program that will provide TAX FREE, yes, TAX FREE income to them in their retirement years.


401K Rollover - Wealth Planners of America

Question on rolling your 401K? Let us help you answer them. #401k #rollover #retirement #smartmoney #money #wealthplannersofamerica http://wplanners.com/services/interested-in-a-401k-rollover

wplanners.com Questions on rolling your 401K? We help our clients with hundreds of rollovers each year, and we would appreciate the opportunity to assist you as well!

Merry Christmas and Happy Holidays from Wealth Planners of America #merrychristmas #happyholidays #Christmas #holidays


7 Big Tax Changes in 2015

Big Tax Changes in 2015 #tax #changes #newyear #2015 #beprepared

usatoday.com As 2014 draws to a close, it's nearly time for the annual deluge of tax forms – including 1098's reporting mortgage interest or W-2's from employers reporting your annual wages. But while gathering documents


Three Social Security mistakes you should avoid

Three Social Security mistakes you should avoid #socialsecurity #ss #smartmoney #safemoney

usatoday.com Social Security plays an important role in Americans' retirement plans. For the most part, Social Security offers a fairly straightforward proposition: Money is taken out of your paycheck while you work, then


5 new realities of retirement

5 New Realities of #Retirement - http://klou.tt/14315kz1ddvib

finance.yahoo.com We no longer have our grandfather's retirement. Pensions are a distant memory for many of us. We all worry about the future of Social Security and the escalating cost of health care. Meanwhile, our life ...

Happy Thanksgiving from Wealth Planners of America! #thanksgiving #grateful #family #turkey


Talking Money With Your Family Over Thanksgiving

Holiday get-together are a great time to discuss topics like estate planning and eldercare. #safemoney #estateplanning #eldercare #thanksgiving http://time.com/money/3597959/how-families-can-talk-about-money-over-thanksgiving/

time.com Holiday get-togethers are a great time for extended family members to discuss topics like estate planning and eldercare. Here's how to get started.

Gratitude makes sense of our past, brings peace for today, and creates a vision for tomorrow. ~Melody Beattie #gratitude #thanksgiving #safemoney #qotd #wpa


Don't forget these year-end retirement planning tips

Don't forget these year-end #retirement planning tips! #IRA #saving

finance.yahoo.com You only have a few weeks left to make a 401(k) contribution that will get you a tax deduction on your 2014 return. The deadline is also rapidly approaching for retirees to take required minimum distributions ...


Money Challenge: Could You Cut $800 From Your Monthly Budget?

#Money Challenge: Could You Cut $800 From Your Monthly #Budget? Do you want to #save more for #retirement or become #debtfree?

forbes.com Student loans have dominated Paul and Betsie's budget. But with the help of a CFP, they can free up enough to save for retirement.


How Social Security raise impacts retirees

How #SocialSecurity raise impacts #retirees - #retirement

usatoday.com Many retirees and preretirees are unaware of their Social Security claiming options, a recent survey showed.


How Blended Families Can Overcome Their Savings Obstacles

How Blended Families Can Overcome Their #Savings Obstacles - #retirement #family

time.com Remarrying brings special savings hurdles and leaves blended families further behind, new research shows.

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Eliminating Risk in the New Year
My Family Financial Miracle




9706 Plymouth Rd, Ste 200
San Antonio, TX

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00
Other Financial Planning in San Antonio (show all)
Alltypes Insurance Agency Alltypes Insurance Agency
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The Samantha Aguirre Insurance Agency The Samantha Aguirre Insurance Agency
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As your personal insurance agent here in San Antonio, I will assist you in determining the insurance that best fits your needs.

Greg Drew, AIF Greg Drew, AIF
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San Antonio, 78249

Greg Drew is a financial advisor and Accredited Investment Fiduciary with more than 30 years in the financial services industry.

Predico Partners Predico Partners
200 Concord Plaza Dr., Suite 720
San Antonio, 78216

Predico Partners is an independent, comprehensive financial consulting firm. 210.236.4460

Montemayor Insurance Agency Montemayor Insurance Agency
4414 Centerview Suite 287
San Antonio, 78228

Insurance Agent since 1977

The Lewis Group, A Financial Services Firm The Lewis Group, A Financial Services Firm
10101 Reunion Place, Suite 301
San Antonio, 78216

A Financial Planning Firm since 1986 with over 90 years of combined insurance, investment management and financial planning.Our Mission is to provide stellar service, quality products and the assurance that we will be working in your best interest.

Partners Wealth Management Partners Wealth Management
4079 De Zavala Rd
San Antonio, 78249

Partners Wealth Management is a comprehensive financial services firm committed to helping our clients improve their long-term financial success.

Victoria Cabrera - Medicare Insurance Agent Victoria Cabrera - Medicare Insurance Agent
4522 Fredericksburg Rd Ste. A-3
San Antonio, 78201

Our primary focus is on Medicare and Health Insurance Education. We make the Insurance process simple yet suitable!

Sammy L. Wells, PC Sammy L. Wells, PC
11840 Sandman St
San Antonio, 78216

No annoying tax professional lingo. Just straight, easy-to-understand professional advice and execution.

Ernest de la Rosa, Financial Advisor, MassMutual South Texas Ernest de la Rosa, Financial Advisor, MassMutual South Texas
10101 Reunion Place One, #300
San Antonio, 78216

Nicole S. Canupp - Financial Advisor at Waddell & Reed Nicole S. Canupp - Financial Advisor at Waddell & Reed
13750 San Pedro Ave. #145
San Antonio, 78232

I provide individuals and families realistic solutions to the financial goals that they want to achieve.

Reliance Retirement Services Reliance Retirement Services
6827 Camp Bullis Rd, Suite 402
San Antonio, 78256

A leading retirement planning and financial services firm in San Antonio & surrounding areas. We help people retire and stay retired.