Wealth Plan Now

to meet you (in person or virtually), understand your unique needs and concerns, and help you create a wealth plan now so that you can enjoy your wealth later. We take a global view of your entire financial picture, analyze the information to determine your needs, and then provide recommendations and planning strategies to fill the gaps in your existing planning. And most importantly, as your financial quarterback, we will coordinate and collaborate with your other trusted advisors such as attorneys, accountants, and other professionals to ensure your plan is well coordinated. Whether you have done lots of planning, little planning, or no planning at all, our goal is to take you to the next level. We choose to affiliate with Lincoln Financial Advisors as our broker-dealer because we believe they are the best comprehensive financial planning firm in the industry, due to their strength, depth, stability, intellectual capital, the vast amount of resources available to our firm, and an open architecture bringing you the best product solutions in the marketplace. Hooman Omidpanah is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. WealthPlanNow is not an affiliate of Lincoln Financial Advisors.