Radiant Wealth Planning, LLC

Radiant Wealth Planning, LLC A financial planning and investment management company. Your Financial Future, Our Priority

๐ŸŽ† 250 years of independence. What a milestone to celebrate. ๐ŸŽ†Since 1776, this country has been built by people willing t...
07/04/2026

๐ŸŽ† 250 years of independence. What a milestone to celebrate. ๐ŸŽ†

Since 1776, this country has been built by people willing to plan for something bigger than themselves. That's the same spirit we see in our clients every day, people making decisions today so the next generation inherits something meaningful.

As America marks 250 years, we're grateful to help build legacies that last well beyond our own lifetimes, just like the one this country has built.

Tax-smart today. Legacy-strong forever.

Happy 250th birthday, America, from all of us at RADIANT Wealth Planning.





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๐ŸŒŽ www.RadiantWealthPlanning.com

๐Ÿ“† https://radiantwealthplanning.com/contact-us/

Did you know the first Father's Day was celebrated in 1910, but it took until 1972 to become an official national holida...
06/21/2026

Did you know the first Father's Day was celebrated in 1910, but it took until 1972 to become an official national holiday? It started with a daughter named Sonora Smart Dodd, who wanted to honor her father, a Civil War veteran who raised six children on his own after losing his wife. She had watched him quietly provide, plan, and sacrifice, year after year.

That quiet, steady work is what fatherhood and financial planning have in common. The best plans are not loud. They are the decisions made today that protect the people you love decades from now.

This Father's Day, we celebrate every parent building a legacy, whether through a college fund, an estate plan, or simply teaching the next generation what money can do when it has a purpose.

Happy Father's Day from all of us at RADIANT Wealth Planning. ๐Ÿ’™

Investments

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๐ŸŒŽ www.RadiantWealthPlanning.com

๐Ÿ“† https://radiantwealthplanning.com/contact-us/

06/19/2026

On June 19, 1865, more than two years after the Emancipation Proclamation, Union soldiers arrived in Galveston, Texas, with news that should have come long before: the enslaved people there were free. That delayed but undeniable freedom is what we honor as Juneteenth.

Freedom on paper is one thing. The freedom to build, to own, and to pass something on to the next generation is another. The work of turning legal freedom into lasting economic freedom is still unfinished, and it is work we care about deeply.

Building wealth is one of the most powerful ways for a family to secure its own independence. This Juneteenth, we reflect on how far we have come on this journey, and we recommit to helping every client build a future that is truly their own.

In observance of Juneteenth, from all of us at RADIANT Wealth Planning.




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๐ŸŒŽ www.RadiantWealthPlanning.com

๐Ÿ“† https://radiantwealthplanning.com/contact-us/

SpaceX just had the biggest stock debut in history! ๐Ÿš€Here is the part that surprises everyone: it was priced at $135 per...
06/12/2026

SpaceX just had the biggest stock debut in history! ๐Ÿš€

Here is the part that surprises everyone: it was priced at $135 per share but opened at $150. ๐Ÿ˜ฎ So why the difference?

We made a short, easy video that breaks down how an IPO really works, no finance degree required. ๐ŸŽฅ๐Ÿ‘‡

๐Ÿ“Œ Educational only, not a recommendation. Just here to make the news make sense!

Watch it here: https://youtu.be/WDAp86GdJns

RADIANT Wealth Planning. Tax-smart today. Legacy-strong forever.

05/26/2026

Picture a retired Army Colonel. 62 years old. Pension, savings, decades of discipline. By every measure, he's done the work.

But he's never mapped out what retirement actually looks like for him.
We build that map showing every income source, every account, every liability, and run the numbers at different retirement dates.

The clarity changes everything. After a career of serving others, he finally gets to make a confident decision for himself.

That's what a real plan does!

This Memorial Day, we pause to honor the men and women who gave everything in service to this country.Their sacrifice ma...
05/25/2026

This Memorial Day, we pause to honor the men and women who gave everything in service to this country.

Their sacrifice made possible the lives, freedoms, and futures we work to protect every day.

To the fallen and to the families who carry their memory, thank you.

Happy Mother's Day to all the moms, grandmothers, stepmoms, and mother figures out there ๐Ÿ’›Mothers are often the quiet fi...
05/10/2026

Happy Mother's Day to all the moms, grandmothers, stepmoms, and mother figures out there ๐Ÿ’›

Mothers are often the quiet financial architects of a family โ€” budgeting, planning, sacrificing, and building futures for the people they love.

Today, we celebrate you. Not just for everything you give, but for everything you make possible.

From our RADIANT Wealth Planning family to yours โ€” wishing you a day filled with rest, gratitude, and joy.

๐Ÿ’ก Do you know your personal net worth down to the dollar?Most people don't. Not because they don't care, but because nob...
04/23/2026

๐Ÿ’ก Do you know your personal net worth down to the dollar?

Most people don't. Not because they don't care, but because nobody ever showed them how to track it properly.

RADIANT Wealth Planning just published a guide that changes that. It walks you through the two most important personal financial statements, the same tools businesses use to manage their finances, and shows you exactly how to apply them to your own life.

โœ”๏ธ See all your assets and liabilities in one place
โœ”๏ธ Understand where every dollar goes each month
โœ”๏ธ Know whether you are building wealth or just staying afloat

This is practical, no-jargon financial education for everyone, not just the wealthy.

Read it here ๐Ÿ‘‰

Corporations live and die by their financial statements. It's time individuals did the same โ€” and the two that matter most may surprise you.

Address

829 Emerson Street
Palo Alto, CA
94301

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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