Wealth Planning, INC.

Wealth Planning, Inc. was formed in 1992 to provide personalized financial planning and investment management to individuals and corporations on a fee-only basis. The firm does not sell annuities, insurance, or other commissioned products, and does not accept finder's fees. Investment advice is provided as part of financial planning, with clients retaining final decision-making power over investment selections while Wealth Planning assists in the process. Wealth Planning uses strategic asset allocation with active mutual funds, passively managed index and exchange-traded funds, and individual stocks and bonds based on client objectives and tax brackets. The firm's principal owners are Morris McKinney and Linda McKinney. Wealth Planning manages assets on a non-discretionary basis, placing trades under a limited power of attorney.