Wealth Planning Network

Business Details

Your Trusted Financial Partner for Retirement Planning

Wealth Planning Network is a specialized financial planning firm dedicated to helping physicians, business owners, and corporate executives create comprehensive financial strategies tailored to their unique needs. Our approach combines decades of industry experience with cutting-edge technology to deliver personalized solutions for asset growth, protection, and legacy planning. Founded on principles of transparency and client-centric service, we collaborate with nationally recognized experts to craft customized investment, tax, and estate plans. Our team's expertise spans retirement income strategies, risk management, and charitable giving, ensuring clients achieve long-term financial security.

We prioritize ongoing communication and education, providing clients with secure digital tools and resources to make informed decisions. With a focus on minimizing tax liabilities and maximizing estate value, we serve as trusted advisors for high-net-worth individuals seeking to preserve wealth across generations. Our commitment to excellence is reflected in our FINRA and SEC compliance, as well as our team's extensive professional credentials.

Services

Retirement Income Strategies Wealth Management Annuities IRA/401(k) Rollovers Investment Management Long-Term Care Planning Asset Protection Tax Minimization Estate Planning Charitable Giving

Highlights and features

We have 25+ years of experience serving high-net-worth clients
Our team holds FINRA and SEC-registered credentials
We offer holistic planning combining investment, tax, and estate strategies
Our proprietary MyWealthPlan360 platform provides comprehensive financial oversight
We specialize in physician-specific financial planning needs

Website

Update Listing

Services

Retirement Income Strategies

Our Retirement Income Strategies help clients create sustainable income streams for their post-career years. We analyze current assets, future needs, and market conditions to develop personalized plans that balance growth potential with risk management. By coordinating investment portfolios with tax-efficient withdrawal strategies, we help ensure financial security throughout retirement.

Wealth Management

Wealth Management services focus on optimizing clients' financial resources across market cycles. Our approach combines investment analysis with comprehensive financial planning to grow and protect assets. We evaluate opportunities based on cost, performance, and risk metrics while maintaining complete transparency about our recommendations and research methodology.

Estate Planning

Estate Planning services help clients preserve wealth for future generations. We implement trust structures, charitable giving vehicles, and life insurance strategies to minimize estate taxes while ensuring asset distribution aligns with clients' wishes. Our process addresses probate avoidance and provides liquidity for tax obligations.

Tax Minimization

Tax Minimization strategies focus on reducing clients' lifetime tax liabilities. We analyze income sources, retirement accounts, and estate plans to identify optimization opportunities. Our approach includes strategic Roth conversions, charitable deductions, and business structure analysis to maximize after-tax wealth preservation.

Asset Protection

Asset Protection services safeguard clients' wealth from potential threats. We employ legal structures like LLCs, family partnerships, and irrevocable trusts to shield assets from litigation and liability risks. Our strategies also include premium-financed life insurance solutions that provide estate liquidity without requiring asset liquidation.

People

Michael Jankowski

Founder & CEO

With over 25 years of experience, Michael Jankowski specializes in comprehensive financial planning for affluent families and business owners. He focuses on tax-efficient investing, estate planning, and charitable giving strategies while maintaining FINRA and SEC compliance.

Arminas Rajuncas

Private Wealth Advisor

Arminas Rajuncas brings 17 years of financial industry experience to Wealth Planning Network. He specializes in tax-saving strategies, risk management, and wealth transfer planning, holding FINRA Series 6, 63, and 7 licenses along with multiple insurance certifications.

Lindsay Erazo

Marketing and Business Consultant

Lindsay Erazo contributes 30+ years of business development expertise, focusing on strategic partnerships and technology implementation. She enhances client experience through innovative service delivery models and market trend analysis while managing marketing initiatives.

Bobbie Helman

Director of Client Relations

Bobbie Helman combines 20 years of accounting and wealth management experience to lead client relations. Her expertise includes tax planning, risk analysis, and personalized financial solutions while maintaining FINRA and insurance licenses.

Darlene Kossler

Finance and Business Consultant

Darlene Kossler offers 35 years of accounting and operations management experience. She specializes in financial reporting, human resources consulting, and business process optimization while supporting clients' operational needs with technical expertise.

Questions

What retirement planning services do you offer?

We provide comprehensive retirement planning including income strategies, investment management, tax minimization, and legacy planning tailored to physicians, business owners, and executives.

How do you help protect client assets?

We implement legal structures like LLCs, family partnerships, and irrevocable trusts while offering premium-financed life insurance solutions to protect wealth from potential threats.

What makes your approach different?

Our holistic approach combines investment analysis with estate planning, tax strategies, and charitable giving, supported by proprietary tools like MyWealthPlan360 for comprehensive financial oversight.

Do you work with specific client types?

We specialize in serving physicians, business owners, and corporate executives who require sophisticated wealth management solutions and intergenerational planning expertise.

How are your investment strategies structured?

We evaluate investments based on cost, performance, and risk criteria, focusing on tax-efficient vehicles that historically outperform market indices with lower volatility.

What estate planning tools do you use?

We employ trust structures, charitable remainder trusts, donor-advised funds, and life insurance strategies to minimize estate taxes while ensuring clients' legacy wishes are fulfilled.