Gerry A. Wiebers

Wealth Planner

Gerry A.Wiebers, FIC is a Multi Generational Advisor with 28 years of experience. Specialties include estate tax reduction, financial education, insurance and income planning. Retirement planning education lectures are taught by Mr. Wiebers for various companies, schools, county and personal groups. He has provided education events for various Multi Generational study groups and associations in Arizona.

Gerry is a 17 Year Life Member of the MDRT (Million Dollar Round Table) which is the top 5 % of professionals in the Financial Services Industry. Gerry also has served as President of Scottsdale NAIFA (National Association of Insurance and Financial Advisors). He holds membership in several professional industry organizations such as NAFA and AAP.

Gerry is a proud member of SafeMoney.com

Linda Marina Santana-Wiebers

Wealth Planner

Linda has experience in the area of Financial Education for Women. In addition her experience of protecting assets and providing Tax Free incomes for Medical Professionals is a must in today’s volatile world. She believes in an educational advocacy relationship where there is never a subordinate position by either client or advisor. This type of relationship fosters a very efficient team effort to solving financial needs.

Linda has served in Management for several large benefit companies providing literally millions of dollars in paid benefits over the years. By implementing various strategies for families many homes,businesses and incomes were preserved. Linda is a Member of the MDRT (Million Dollar Round Table).

Linda is a proud member of SafeMoney.com

MISSION STATEMENT

Wealth Preservation Planners has over 40 years combined experience to offer solutions to these problems. As a matter of fact, 3 out 5 members of our family have ended up in a Nursing Home. Nothing is a better teacher than Personal Experience! Many advisors may offer a theory with no personal experience. We feel strongly that the following points set us aside from your typical advisor:

– We Have Experience Dating Back to 1989.
– Offered Family Protection & Secure Lifetime Income.
– Protected Future Generations from Taxes and Loss.
– We Have Never Had A Complaint.
– We Are An Accredited BBB Business.
– Protect your assets from the Family Outlaws/In-laws.
– Protect Family Assets From Your Children’s Divorce.
– We Have Never Lost a Penny of Our Client’s Money and we can do the same for YOU !

Please DO NOT find yourself, spouse or your children calling a 1-800 number in the time of need. We all know how frustrating it is to Press *1 or Press *2 when calling for help and getting a cold customer service representative ( sometimes out of USA). Our clients feel more comfortable calling a local warmer familiar voice at Wealth Preservation Planners when they need help. We are one of the few agents who still assist surviving family with claim paperwork and set up lifetime income.

PRESERVE:

At Wealth Preservation Planners we specialize in protecting retirement assets from running out of money. Remember that retirement is 20 to 40 years of unemployment. We strongly feel you and your loved ones should enjoy an economic proof income. We want to insure that you don’t collapse your nest egg. In today’s world of Over Leverage and Companies Going Broke. Did you ever stop to think your Company Pension Plan Could Go Broke Too ! Remember Enron ? Be smart and insure your own stream of Guaranteed Lifetime Income. We Can Show You How To Never Outlive Your Income.

PROTECT:

We protect retirees and baby boomers from themselves. It is not uncommon that we see more and more baby boomers/retirees managing their own portfolios today. Many retirees get frustrated because they do not know when to sell and they loose money in the market. We at Wealth Preservation Planners help retirees stop the insanity of doing the same thing over and over again thus getting the same results. Many retirees tell us after market loses that their computer burned all their retirement funds up because they are day trading and click the mouse at the wrong time. We also believe at Wealth Preservation Planners that when your broker tells you that is just a ” Paper Loss”, one should ask ” What Color Is The Paper ?”

INSURE THE WHAT IF :

Lastly, if you are approaching retirement or already retired lets talk about a Health Event after age 65. There is better than a 40% chance that you will have a Health Event after age 65. 75% of people pay cash for this Health Event. Also there is a 50 % chance you will have a Medical Bankruptcy after age 65. If you are unsure about what to do or where you are going to get the cash or extra income,Wealth Preservation Planners can show you.