Wealth Action Planners
1984 Howell Mill Road, Suite 20193
Atlanta, GA 30325
404-343-8561
FOR IMMEDIATE RELEASE
January 1, 2024
Atlanta, GA – Wealth Action Planners, an American financial services company providing Life Insurance products, financial planning & business consulting to Business Owners, Corporate Leaders, Educators, Gen-X’ers, Millennials and Philanthropists announces some changes. A new product and strategic adjustment in pricing to enhance the quality and sustainability of our offerings.
After careful consideration of market demand, industry trends and new operational investments needed to continue delivering excellence in financial planning services. The leadership at Wealth Action Planners has decided to offer Subscription Pricing for DIY Clients. Clients whom realize that the complexity of their finances are increasing and are looking for someone whom can pull all the pieces together without the hassle of paying for meetings on an a-la cart basis. Further, Subscription Services allows clients to pay a monthly fee for a set amount of meetings and unlimited access planning activities from Plan A through Plan C.
Lastly, during the last few years, Wealth Action Planners has been committed to delivering excellence through personalized financial planning services. These services help young and disadvantage Americans develop a “proven” financial path to riches. While using risk transfer, wealth building and investment literacy. Specifically, this pricing adjustment to $85 per hour is for new clients. However, it will enable us to continue to invest in advanced technologies, expand our team of experienced financial experts, and further enhance the overall client experience.
Wealth Action Planners is confident that these changes will strengthen our ability to deliver excellence to our clients and ensure their financial success for years to come. We remain committed to transparency and open communication throughout this process.
Eric