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Wolters, Hagar & Pratt Financial Planning, Inc.- San Diego, CA

Welcome to Wolters, Hagar, and Pratt Financial Planning Inc. Our partners have over 30 years in the business of preparing financial plans for businesses and families.

http://www.whpfinancial.com/

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Wolters, Hagar & Pratt

unknown unknown

6390 Gree●●●●●●●●●e STE 230

San●●●ego , CA, 92122

US

1.85●●●●7090
ju●●●@whpfinancial.com

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Wolters, Hagar & Pratt Financial Planning, Inc.

Cathy Wolters

6390 Green●●●●●●●●●● Suite 230

San●●●ego , CA, 92122-5923

US

1.85●●●●7090
1.85●●●●7099
ca●●●●@whpfinancial.com

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North County Technology Group

Michael Brunson

7668 El Cam●●●●●●●●●●●ite 104-257

Car●●●bad , CA, 92009-7932

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Wolters, Hagar & Pratt Financial Planning, Inc.- San Diego, CA | whpfinancial.com Reviews
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Welcome to Wolters, Hagar, and Pratt Financial Planning Inc. Our partners have over 30 years in the business of preparing financial plans for businesses and families.
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1 Financial Planning
2 401(k)
3 Portfolio Management
4 Retirement Planning
5 Business Planning
6 Education Planning
7 College funding
8 Investment Management
9 Financial Planner
10 Certified Financial Planner
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about us,our mission statement,our approach,meet the partners,our services,individuals and families,businesses,news and events,client center,tax library,your portfolio,education,learning center,tell a friend,retirement planning,retirement plan design,sipc
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Wolters, Hagar & Pratt Financial Planning, Inc.- San Diego, CA | whpfinancial.com Reviews

https://whpfinancial.com

Welcome to Wolters, Hagar, and Pratt Financial Planning Inc. Our partners have over 30 years in the business of preparing financial plans for businesses and families.

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1

Market Watch : Wolters, Hagar & Pratt Financial Planning, Inc.- San Diego, CA

http://www.whpfinancial.com/quotes.cfm?sub=lookup

Message from the Partners. Market data delayed per exchange rules. All quotes are in US Eastern Time (EST). 6390 Greenwich Drive, Suite 230, San Diego, CA 92122. Are you following our new LinkedIn page? Click the link below to start following us! Securities, insurance and advisory services offered through SagePoint Financial, Inc., member FINRA. Of this financial professional on FINRA's BrokerCheck. Of this financial professional on FINRA's BrokerCheck.

2

Retirement Planning : Wolters, Hagar & Pratt Financial Planning, Inc.- San Diego, CA

http://www.whpfinancial.com/Retirement-Planning.15.htm

Message from the Partners. Smoothing the Course" for Retirement Saving. Annual contribution limits for traditional. Are capped at $5,000 in 2010. Keep in mind: If you decide to take distributions from either a Roth or a traditional IRA prior to retirement and age 59 , the funds will be taxed as ordinary income and may be subject to a 10% Federal income tax penalty. Additionally, you must hold a Roth IRA account for 5 years in order to avoid penalty. Special Catch-Ups for Those 50 or Older. With the ever ...

3

Calculators : Wolters, Hagar & Pratt Financial Planning, Inc.- San Diego, CA

http://www.whpfinancial.com/calculators.cfm

Message from the Partners. Only 48% of U.S. workers have tried to determine how much they will need to save for a comfortable retirement. Source: Employee Benefit Research Institute, 2015. How much retirement income will you need? How much life insurance is enough? What type of IRA is right for you? Loans and Credit Cards. Retirement Plan Early Distribution. Long-Term Care Self Insurance. LTCI Cost of Waiting. 6390 Greenwich Drive, Suite 230, San Diego, CA 92122. Are you following our new LinkedIn page?

4

Individuals and Families : Wolters, Hagar & Pratt Financial Planning, Inc.- San Diego, CA

http://www.whpfinancial.com/Individuals-and-Families.4.htm

Message from the Partners. Do you picture yourself owning a new home,. Growing your business, or retiring comfortably? You may have other goals that are important to you. Each of these financial goals comes with a price tag attached. Thats where Financial Planning comes in. Well work with you to create challenging and exciting goals for you and your family, as we develop your personal Financial Plan. Your goals may include:. Saving and investing for retirement. Saving and investing for college. We believ...

5

Our Approach : Wolters, Hagar & Pratt Financial Planning, Inc.- San Diego, CA

http://www.whpfinancial.com/Our-Approach.16.htm

Message from the Partners. The choice of the right financial professional is not a simple one. It could also be the most significant investment decision you will make in your lifetime. At Wolters, Hagar and Pratt Financial Planning Inc., our main objective is to help provide you financial independence today and far into the future. Message from the Partners. Portfolio Management and Investments. 6390 Greenwich Dr, Suite 230. 6390 Greenwich Drive, Suite 230, San Diego, CA 92122. CFP : The mark and flame l...

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North County Technology Group - Testimonial

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Http:/ www.seatingconcepts.com. Our enterprise Anti-Virus was not effective in catching the latest malware and virus definitions. NCTG within a matter of days presented our options, delivered the product, provided trouble shooting for implementation, and we were protected. Service did not end with the sale as NCTG was available and responsive beyond their contractual obligations. These days I believe service makes the difference and NCTG provides Gold service. Scott H. Wolters. Deal Design Group, LLC.

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Message from the Partners. Message from the Partners. Portfolio Management and Investments. 6390 Greenwich Dr, Suite 230. Welcome to Wolters, Hagar and Pratt Financial Planning. Your Future.Our Focus. Each partner has over 30 years experience in the business of preparing Financial Plans for individuals, families and small businesses in San Diego and beyond. No matter what life stage you're in: new marriage, planning for college, selling a business, or retirement, WHP Financial can help you. Estimate the ...

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