At The Wealth Training Academy, we offer a wide range of products and services to assist you in crafting a sound financial strategy for the days ahead.

Unlike some firms which are bound to their own proprietary investments or products, we are an independent financial services firm which allows us the freedom to use a variety of financial solutions that best suit our clients’ individual needs. We have access to a host of investments, insurance carriers, and products, giving us an extensive menu of choices from which to tailor your personalized financial strategy.

We have an exclusive Wealth Management System that tracks every aspect of your finances: Taxes, Investments, Insurance & Estate Plans – no matter where you have them – in real time!


  • Income Tax Reduction Planning
  • Discount Tax Preparation Services
  • Tax Educating & Coaching


  • CDs, Money Markets, Annuities, Mutual Funds, Stocks & Bonds
  • IRAs, Roth IRAs & 401(k) Rollovers
  • Pension & Retirement Planning Distribution
  • Retirement & Early Retirement Planning
  • Guaranteed Income Planning
  • Pension Maximization
  • Business Wealth Maximization Planning
  • Investment Risk Management


  • Fixed Annuities
  • Life, Health, & Long Term Care Insurance
  • Medicare


  • Family Law Attorney Services
  • Estate Planning & Preservation Services
  • Preparation Services of Wills/Trusts & Powers of Attorney

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