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WWM QUIZ RESULTS

WE RECOMMEND WWM IPLAN

Since you do not currently have investable assets outside of a company 401K or other retirement plan, WWM iPlan is the best option for you. WWM iPlan is specifically designed for people who do NOT have assets actively managed by WWM, but are interested in professional financial guidance when it comes to managing your 401k, company retirement plan or other assets not held directly at WWM. iPlan also offers you the ability to create a comprehensive financial plan to bring order, discipline and direction in your financial journey.

WHAT'S INCLUDED IN YOUR PLAN:

  • Individual risk assessment
  • Comprehensive annual financial review with basic subscription
  • Comprehensive bi-annual financial reviews with premium subscription
  • Allocation guidance on assets held outside of WWM
  • Personalized e-Money financial planning website
  • Access to experienced financial advisors

SERVICE COST

Basic Subscription

$50 per month

Premium Subscription

$75 per month