WealthPlan Partner

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WealthPlan Partner Home of the Smart Money™ method, we help you reach your financial goals with purpose and clarity.

Make the most of this season with the right tools to help you optimize your financial strategy. Explore unique opportuni...
10/15/2026

Make the most of this season with the right tools to help you optimize your financial strategy. Explore unique opportunities with annuities and see how they can streamline your retirement planning. Reach out for more information and personalized guidance.

Will you walk with us?Walk for a friend.Walk for a family member.Walk for a survivor.Walk in someone’s memory.Or simply ...
10/13/2026

Will you walk with us?
Walk for a friend.
Walk for a family member.
Walk for a survivor.
Walk in someone’s memory.
Or simply walk because together, we can make a difference. 💗
Join WealthPlan Partner and Osaic as we support the American Cancer Society’s Making Strides Against Breast Cancer walk.
📅 Sunday, October 18
⏰ 8:00 a.m. to 12:00 p.m.
📍 Snapdragon Stadium, San Diego
Bring your family, invite a friend, and join our team. We’d love to have you walking alongside us!
Join the WealthPlan Partner team → https://secure.acsevents.org/site/STR/MakingStridesAgainstBreastCancer/MSABCCY26WER/451140223?pg=team&team_id=2872291&fr_id=112394

Election season brings plenty of headlines. But what does history tell us about how midterm elections actually affect th...
10/09/2026

Election season brings plenty of headlines. But what does history tell us about how midterm elections actually affect the markets?

Capital Group analyzed more than 90 years of S&P 500 data to explore how markets have historically behaved during midterm election years, including what has happened after Election Day and whether control of Congress or the party in office has made a meaningful difference for investors.

While every election cycle is different, history offers an important reminder: your long-term financial plan shouldn’t be driven by short-term political headlines.

We’re sharing Capital Group’s Guide to Midterm Elections to help put the upcoming election and the markets into perspective.

🔗 Read the guide at the link in our bio or click: https://acrobat.adobe.com/id/urn:aaid:sc:US:0ef7b28d-ba02-4c68-b1bf-62ffed189d37

Life’s Better with a Plan.®

At WealthPlan Partner, what we do has always been about more than numbers. It’s about people, families, and the communit...
10/08/2026

At WealthPlan Partner, what we do has always been about more than numbers. It’s about people, families, and the communities we’re fortunate to be part of.
That’s one of the reasons we value our partnership with Osaic. Their commitment to serving others and giving back aligns closely with our own.
This October, we’re putting those values into action by joining the American Cancer Society’s Making Strides Against Breast Cancer walk.
We walk to support our community.
We walk to honor survivors.
We walk to remember those we love.
And we walk with hope for a brighter future. 💗
We’d love for you to walk with us.
Join the WealthPlan Partner team here → https://secure.acsevents.org/site/STR/MakingStridesAgainstBreastCancer/MSABCCY26WER/451140223?pg=team&team_id=2872291&fr_id=112394

This season, it's all treats and no tricks when it comes to finding higher income opportunities with annuities. Make sur...
10/08/2026

This season, it's all treats and no tricks when it comes to finding higher income opportunities with annuities. Make sure annuities are part of your financial strategy. Explore this resource to learn how annuities can enhance your retirement plan.https://s3.amazonaws.com/static.contentres.com/media/documents/1666bc5d-991f-4f26-9364-a2e1bb539c7c.pdf

Is your estate strategy full of cobwebs? Does your investing approach have too many tricks and not enough treats? Does y...
10/01/2026

Is your estate strategy full of cobwebs? Does your investing approach have too many tricks and not enough treats? Does your retirement timeline read like a ghost story?

These things have a way of going bump in the night.

Knowing where you stand is the first step.

As we step into a new season, it's the perfect time to rediscover the benefits of annuities. Whether you're planning for...
10/01/2026

As we step into a new season, it's the perfect time to rediscover the benefits of annuities. Whether you're planning for retirement or managing your estate, annuities can offer valuable support in securing your financial future. Ready to explore your options? We're here to help you get started.

Address

9820 Willow Creek Road, Suite 243, CA 92131
San Diego, CA
92121

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm
Saturday 9am - 1pm

Telephone

+18587120070

Website

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