Wealth Planners Advisory Group
Wealth Planners Advisory Group is a Financial Advisor Firm. Our focus is what is best for you, the client.
07/21/2025
💰 Retirement isn’t the end of earning—it’s the beginning of smarter income.
You’ve worked hard to build your nest egg. Now it’s time to make it work for you.
Generating income in retirement is key to maintaining your lifestyle and financial independence.
Here are a few ideas:
🏠 Real Estate – Rental income that grows with inflation
📈 Dividend Stocks – Passive income with growth potential
💼 Consulting – Turn your expertise into extra cash
💡 Wealth Management Strategies – Tailored plans to meet your income needs
The goal? A steady stream of income that supports your goals—without draining your savings.
Call our team of professionals at (225) 766-4006 and see how you can provide yourself with paychecks in retirement.
07/20/2025
💡 Do you know your retirement number?
It’s not just a figure—it’s your future.
Your retirement number is the amount of money you’ll need to live comfortably once you stop working. Knowing it helps you:
✅ Set clear savings goals
✅ Make savvier investment decisions
✅ Stay on track with your financial plan
✅ Retire with confidence, not guesswork
Whether you're just starting out or fine-tuning your assets, understanding your number is the first step toward financial confidence. 🧮💼
Call our experienced professionals at (225) 766-4006 and build clarity and confidence in what you need to reach your retirement goals.
08/06/2024
We all want to enjoy every aspect of retirement. From giving up the nine-to-five, to traveling, enjoying time with family, and spending more quality time in your man-cave or she-shed. The last thing anyone wants is unexpected taxes when they begin to withdraw from their retirement accounts.
When it comes to taxes, fines, and fees, your retirement account can feel like an ATM. You can take out money if you need to, but if it’s not within the rules and regulations of your specific plan - you may take a hit that keeps ringing for years to come. The value of a financial advisor in these cases cannot be understated.
Be aware - your retirement accounts are not ATMs.
Call us to show you how to do it correctly, (225) 766-4006
Wealth Planners Advisory Group
10124 Jefferson Highway
Baton Rouge, LA 70809
(225) 766-4006
05/14/2024
How Much Will You Need to Retire In 2024?
Determining how much you will need to retire in 2024 is a complex calculation influenced by various factors, including lifestyle expectations, anticipated healthcare costs, inflation, and the desired retirement age. While the "rule of thumb" suggests aiming for a retirement nest egg that is 25 times your annual expenses, the exact amount can vary significantly from person to person.
In 2024, financial experts generally recommend having a retirement fund that can replace 70-80% of your pre-retirement income.
However, individual needs and goals vary, so personalized financial advice is invaluable in this planning stage.
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Address
10124 Jefferson Highway
Baton Rouge, LA
70809
Opening Hours
| Monday | 8am - 5pm |
| Tuesday | 8am - 5pm |
| Wednesday | 8am - 5pm |
| Thursday | 8am - 5pm |
| Friday | 8am - 5pm |