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WealthTrace paraplanning can help save you time and money. We charge only $95 an hour.

Paraplanning Benefits

  • Save time and money by letting us create financial and retirement plans for you.
  •  Our planning experts have over 40 years of experience between them.
  •  We can input the plan information, analyze the results, then discuss the results with you.
  •  Increase the number of prospects you can turn into clients.
  • Get our expert advice on how clients and prospects can improve their retirement situation.
  • New users get a large discount on the WealthTrace software. 

Customize Each Plan

We don't use templates to create plans for advisors. We create each plan based on your specifications. You choose which what-if scenarios to run, which pages will show up in the report, and anything else you need customized for a particular client or prospect.


We Are Planning Experts

With over 40 years of planning experience between our two expert planners, you can rest assured that we know what we are doing. We are also of course experts in the WealthTrace Planner, which means we get your plans created quickly, efficiently, and accurately.


Save Money And Time

You can save a lot of money when you don't have to spend time creating financial and retirement plans. You don't have to hire an in-house paraplanner or administrative assistant--let us handle it for you. If you do at least $2,000 in paraplanning business with us in a year, you get the software for free!