At Income Planning Group, we not only work for you, we work with you to create a well-rounded and flexible plan that can help meet your financial needs throughout your lifetime.
From the beginning, you'll be assigned a personal planning team. This team is dedicated to:
- Building a personal lasting relationship with you.
- Explaining the relevant options and possible strategies.
- Guiding you to make informed decisions.
- Working with you to develop your personalized, flexible financial plan.
- Offering you personal, direct service and support.
Our team means you’ll always have access to professionals who are focused on your goals.
Michael Granbois, CFP®, RICP® | email@example.com
Michael Granbois is an investment advisor representative of Capital Asset Advisory Services, LLC and is not associated with WFG Investments, Inc.
Karen Stay | firstname.lastname@example.org
Karen Stay is a Registered Representative of WFG Investments, Inc. Karen Stay is an Investment Advisor Representative of Capital Asset Advisory Services, LLC.
Thomas Wade, RICP® |email@example.com
Thomas Wade is a Registered Representative of WFG Investments, Inc. Mr. Wade is an Investment Advisor Representative of Capital Asset Advisory Services, LLC.
Joshua Nolby | firstname.lastname@example.org
Joshua Nolby is a Registered Assistant of WFG Investments, Inc.
Wanda McLevis | email@example.com
Wanda McLevis is an Associated Person of WFG Investments, Inc.
Nicole Baker | firstname.lastname@example.org
Nicole Baker is an enrolled agent with the IRS.
Margaret Suddendorf, Attorney at Law | email@example.com
Margaret is the owner of Suddendorf Legal Services, LLC