Why We Do What We Do

Our Vision is to make a profound, positive impact on the lives of you and your family. 

  • We are dedicated to supporting your financial independence
  • We encourage intergenerational planning to help ensure your values and wishes are carried down through future generations.
  • WHP Financial has adopted the Code of Ethics and Standards of Practice of the Financial Planning Association. www.fpanet.org/AboutFPA/CodeofEthics/
  • We subscribe to the standards set forth by the Board of Standards of the CFP® Board, the governing board of the Certified Financial Planner® Practitioner, designation.

Our Mission at Wolters, Hagar & Pratt, Financial Planning, Inc., is to become your most trusted advisor.