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We are a financial services firm based in Atlanta, GA. We offer deep expertise and services in life insurance products, financial planning, and consulting to individuals and businesses.

Wealth Action Planners is an American financial services company based in Atlanta, Georgia. The company provides Life Insurance products, financial planning & business consulting to Business Owners, Corporate Leaders, Educators, Gen-X’ers, Millennials and Philanthropists. The company is a registered insurance broker in Florida, Georgia, South Carolina and Texas.

Services

Financial Planning

Specializing in Financial Planning, Wealth Action Planners offers products around Personal Budgeting, Investment and retirement planning and Asset Management. Fees vary from $100 to $5000 annually.

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Insurance

Wealth Action Planners offers Insurance products with various international insurance carriers. All carriers have a positive rating by AM Best, insurance rating agency. The company primarily offers Whole Life, Indexed Universal Life, and Term Life policies. The company also has offering for Annuities and Accidental Death policies.

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Investment Literacy &

Business Consulting

The company walks young investors through the in’s and out’s of investing in the stock market. Small business owners can leverage an extensive knowledge in Order-to-Cash strategies to improve cash flows. Fees are bullied on a per hour basis.

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Testimonials

“A plethora of knowledge”

Mr. Eric is awesome and really cares about your financial state. He has a plethora of knowledge on financial savings and knows where and what program to put your savings in that would help you for the future. I have been working with Eric for over 5 years now and I’m very pleased with my outcome thus far.

K Cadet

Program Mgr.

“Awesome customer service”

I’m glad I decided to join Wealth Action Planners they take really good care of me. Awesome Customer Service and attentive to my questions and or concerns.

M. Marley

Acct. Manager

“I felt very comfortable”

Mr. Ragin is professional and super knowledgeable. I felt very comfortable asking questions about my financial planning, investments ,401k and transitioning to an IRA that helped set up my future retirement. I would highly recommend Mr Ragin for any retirement and financial advice…

K Bryan

Medical Asst.

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“Most direct, concise advice”

At first I was skeptical, because people have always told me that financial advisors are: “always out to sell you something.” I was so skeptical that I was talking with three other wealth advisors at the time, to get an even opinion across the board. Out of all three of them, Eric provided the most direct, concise advice that allowed me to create clearly defined financial goals for the future.

M. Liqua
Specialist