Wealth Plan Now

Wealth Plan Now Hooman Omidpanah, CFP®, CRPC®
WealthPlanNow | Founder & Managing Director Our approach to planning is different.

WealthPlanNow is an Atlanta based comprehensive financial planning firm that seeks to build long-term relationships with clients while providing them with clear solutions to solve complex financial problems. Our large network of resources include subject matter experts nationwide with decades of experience. Whether you are located in Atlanta, GA or anywhere in the country, we want the opportunity

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.

Happy Nowruz from our family to yours 🌷🎉🫶
03/20/2024

Happy Nowruz from our family to yours 🌷🎉🫶

Watch out for opportunities you may miss. Get a second opinion on your current situation. We can help you develop your p...
02/21/2024

Watch out for opportunities you may miss. Get a second opinion on your current situation. We can help you develop your plan, on your terms. www.WealthPlanNow.com

There’s no greater gift than food on the table and your family sitting next to you. May these great gifts continue for y...
11/23/2023

There’s no greater gift than food on the table and your family sitting next to you. May these great gifts continue for years to come. Happy Thanksgiving to you and your loved ones.

Are you being compensated for the investment risks you are taking in the market? Let's review your statement or portfoli...
09/25/2023

Are you being compensated for the investment risks you are taking in the market? Let's review your statement or portfolio to ensure there are not any gaps or missed opportunities. For more info visit www.WealthPlanNow.com

Making a retirement savings plan and sticking with it can help cushion the blow when market downturns inevitably happen.
09/25/2023

Making a retirement savings plan and sticking with it can help cushion the blow when market downturns inevitably happen.

Entrepreneurs all face the same question, “Which business structure should I adopt?”
08/24/2023

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Americans can expect to pay a lot more for medical care in retirement
08/01/2023

Americans can expect to pay a lot more for medical care in retirement

A short-term rise in health-care inflation can add costs over the long run.

Why People in Their 20s Aren't Reaching Financial Milestones as Fast as Boomers Did
07/31/2023

Why People in Their 20s Aren't Reaching Financial Milestones as Fast as Boomers Did

The steep rise in how many people are in college is a major factor.

With some careful retirement planning, your money can keep working long after you’ve received your last paycheck. In fac...
07/28/2023

With some careful retirement planning, your money can keep working long after you’ve received your last paycheck. In fact, we can help you develop a retirement plan to make the most of your financial goals. Call for an appointment and let's get started 770-799-7007.

Roth IRA 5-year rule explained - USA TODAY
07/25/2023

Roth IRA 5-year rule explained - USA TODAY

The Roth IRA five-year rule states that you can’t withdraw earnings tax-free unless it’s been five years or more since you first contributed to a Roth IRA

What to Discuss With Your Aging Parents as They Get Older
07/20/2023

What to Discuss With Your Aging Parents as They Get Older

The time will come when you need to have a conversation with your parents about their plans as they age. Here are some of the things you should talk about.

Future retirees plan to work longer, partly due to savings shortfalls
07/19/2023

Future retirees plan to work longer, partly due to savings shortfalls

According to a new survey by the nonprofit Transamerica Center for Retirement Studies, 55% of workers plan to work after they retire. That includes almost 20% who plan to work full time and more than a third who plan to work part time. Even more eye-opening: a staggering 15% of all workers expect th...

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2110 Powers Ferry Road, Suite 250
Atlanta, GA
30339

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