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
Date: July 1, 2026
Wealth Action Planners Expands Insurance Services to Additional States
ATLANTA, GA — July 1, 2026 — Wealth Action Planners is pleased to announce the expansion of its insurance services into additional states, allowing the firm to serve even more individuals, families, and business owners seeking financial protection and long-term financial confidence.
Effective immediately, eligible residents in Alabama, Louisiana and Mississippi may now access a broad range of life insurance and financial protection products through Wealth Action Planners.
This expansion reflects the firm’s continued commitment to making quality insurance protection, financial guidance and business consulting solutions more accessible across the United States.
“Our mission has always been to provide education, personalized service, and practical financial solutions that help families & small business owners build, protect, and transfer wealth with confidence.”
Wealth Action Planners offers insurance solutions from several highly respected insurance providers, including:
• Foresters Financial
• Mutual of Omaha
• Transamerica
• Gerber Life Insurance
About Wealth Action Planners
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.
For more information or to schedule a consultation, visit www.wealthactionplanners.com or contact Eric at 404-343-8561.
Media Contact
Wealth Action Planners
Website: www.wealthactionplanners.com
Email: Eric@wealthactipnplanners.com
Insurance products are offered through licensed insurance professionals. Product availability, features, and eligibility vary by state and are subject to underwriting approval. Wealth Action Planners is an independent insurance agency and is not owned by or affiliated with Foresters Financial, Mutual of Omaha, Transamerica, or Gerber Life Insurance.