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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 of 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

Investing Basics: Embark on Your Wealth-Building Journey

If Death Does You Part-Key Employee Insurance

You've got a great group working for you now, and business is good. Much of that success is due to a few key people with both skills and personalities that are hard to match. Suppose they were injured and out of work for a while, or suppose they died? Would your business survive? Key employee life and disability insurance coverage can help make sure that it does.

What does this mean for my business?