Welcome to Wolters, Hagar & Pratt Financial Planning

Your Future...Our Focus

Was your 2011 the year of living uncertainly? See our News and Events section for reasons to be positive after a year rife with challenges.

Wolters, Hagar, and 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.  

One or more of the owners of this website is licensed to discuss or offer investment & financial services & products to residents of the following states: AR, AZ, CA, CO, FL, GA, HI, IN, MA, MD, MI,  MT, NC, NE, NM, NV, NY, OR, TN, TX USVI, VA, WA, WI. Securities related services may not be provided to individuals residing in any other states. The information offered is for informative purposes only. None of this information is to be construed as an offer to buy or sell securities referred to within or otherwise. Neither the owners of this website nor SagePoint Financial, Inc. makes any guarantee as to the accuracy or completeness of this information. WHP Insurance Services, corporate CA Insurance Lic. #0E28884

IMPORTANT CONSUMER INFORMATION

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

FIVE STAR: Scott H. Wolters and Judy C. Hagar are three year winners of the Best In Client Satisfaction(sm) Crescendo Business Services conducted independent research to find the best in client satisfaction Wealth Managers. This award is given to just 7% of all professionals within a specific industry and market area. Only wealth managers with five years experience in the financial services industry were considered. Wealth Managers do not pay a fee to be included in the research or the final list. Next, each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints as reported by FINRA (The Financial Industry Regulatory Authority and other regulatory agencies. For additional information regarding the criteria and methodology used to determine these rankings please visit http://www.fivestarprofessional.com/fiveStarAssets/pdfs/GenericResearchWM.pdf. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.CFP®: The mark and flame logo are owned by the Certified Financial Planner Board of Standards Inc. and are awarded to individuals who successfully complete the CFP® Board's initial ongoing requirements. Details can be viewed at www.cfp.net.

FPA: The Financial Planning Association is the owner of trademark, service mark and collective membership mark rights in: FPA, and Financial Planning Association. The marks may not be used without written permission from the Financial Planning Association.

PLEASE NOTE: The external links being provided here are strictly a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of the information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.