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WHP Financial Planning, Inc

6390 Greenwich Drive
Suite 230
San Diego, CA 92122
Phone:
  • 858-550-7090

Your Future...Our focus

Wolters, Hagar, & Pratt Financial Planning, Inc. is dedicated to helping you secure your future, achieve your financial goals, and fulfill your personal dreams. Embracing a philosophy of wealth-building through sound Financial Planning principles, WHP Financial is focused on helping you achieve financial independence.

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.

To learn more, please take a look around our site. If you have any questions or would like to set up an appointment, please don't hesitate to contact us.

What We Do

Do you picture yourself owning a new home, growing your business, or retiring comfortably? A well-crafted Financial Plan can help you reach those goals. Do you need insurance? Or maybe want to establish a retirement savings plan for your small business. Each of these financial goals comes with a price tag attached, and that's where Financial Planning comes in.

What We Can Do For You

New Medicare Cards Are Coming

If you receive Medicare, you will be getting a new Medicare card in the mail. To help prevent fraud and fight identity theft, Medicare is removing Social Security Numbers from Medicare cards. Your new card will have a new Medicare Number that's unique to you. The new red, white, and blue paper cards will be mailed between April 2018 and April 2019. Click the link below to find out when your card may come and some tips on how to use it.

When Might I Get My Card?

Wealth Preservation: Planning to Leave a Legacy