Wealth and Business Planning Group, LLC (The Financial Quarterback ™) was founded for the explicit mission of providing sleep well at night solutions for retired and near retired individuals.
Independent and Unbiased
We believe that having the ability to provide independent & unbiased advice is paramount for both the success of our clients and our firm.
We believe that our compensation structure allows us to adhere to our goal of providing objective strategies that benefit our clients, not our firm. We sit on the same side of the table as you – Our Client.
Expenses have a negative effect on your performance. Our total portfolio expenses will typically reduce your costs by over 50% of other popular strategies.