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About Us
Wealth Design Consultants, LLC has been serving advisors to the high net worth market since 1996. Working as members of the wealth design team, we help design, analyze and illustrate a wide range of sophisticated planning concepts. Our core competencies include creative planning, rigorous analytics and written client reports.
We believe one of the many things professional advisors appreciate about working with WDC is that our national reach gives us exposure to some of the best planning** ideas at the intersection of the insurance, legal, accounting and asset management** fields. For years, our professional advisor clients have relied on us to reduce these complex planning concepts to simple, but accurate communication pieces.
The One Minute Advisor™ program is a natural extension and blending of our experience to clearly communicate and simplify powerful but complicated ideas that lie at the intersection of the legal and financial disciplines. For more information about our company, please visit our main site at www.wdcplan.com.
Other products and services from Wealth Design Consultants:
- Strategy Flyers
These one-page overviews of popular insurance strategies are the perfect companion to the One Minute Advisor™ program. - Advanced Case Design Services
Wealth Design Consultants can handle the bigger and tougher cases that require more time and experience than your other case assistance alternatives can provide. - Targeted Wealth Plan
A detailed report of a specific wealth planning strategy customized for a client. It illustrates the benefits of the strategy compared to doing nothing. It is typically 10 to 15 pages in length and includes color charts, graphs, summaries and supporting documentation. - Integrated Wealth Plan
A comprehensive wealth plan involving a group of coordinated strategies. The illustrated strategies, selected by the producer (with the consultation of WDC staff and possibly other client advisors), are fully integrated with pre-existing strategies. The report takes into consideration all the client's assets, sources and uses of cash, income taxes, estate taxes, estate distributions, family benefits and charitable benefits. It is typically 50 to 80 pages in length and includes color charts, graphs, summaries and full supporting numeric documentation.