Wealth Planners, Inc.

Financial planner in Melville, NY (show on map)

We are a full-service financial firm committed to helping people pursue their financial goals.

About

Wealth Planners, Inc. is a full-service financial firm dedicated to helping clients achieve their financial goals through personalized consultation, education seminars, and a comprehensive suite of financial products and services including asset allocation, investment advisory, retirement planning, estate tax planning, insurance planning, and more. Established in 2000, the firm emphasizes integrity, professionalism, and long-term client relationships, with Alan Tichman, a CERTIFIED FINANCIAL PLANNER™, leading the team.

Full-service financial firm

Personalized consultation

Education seminars

Relationship-focused approach

Services

Asset Allocation

Developing a diversified investment portfolio tailored to client risk tolerance and goals.

Investment Advisory Services

Providing expert guidance on investment decisions and portfolio management.

Retirement Planning

Helping clients plan for a secure retirement through savings, investment, and income strategies.

Estate Tax Planning

Assisting clients in minimizing estate taxes and preserving wealth for heirs.

Life, Disability and Health Insurance Planning

Designing insurance solutions to protect clients' financial well-being.

Long Term Care Planning

Planning for the financial impact of long-term care needs.

Credentials & Certifications

CFP®

Since 1989

Frequently Asked Questions

What is the mission of Wealth Planners, Inc.? +

The mission is to maintain the highest standards of integrity and professionalism, providing high-quality information, services, and products to help clients pursue their financial goals.

What services does Wealth Planners, Inc. offer? +

We offer a wide range of financial products and services including asset allocation, investment advisory, retirement planning, estate tax planning, insurance planning, long-term care planning, and more.

When was Wealth Planners, Inc. founded? +

Wealth Planners, Inc. was incorporated in 2000.

Who is the principal advisor at Wealth Planners, Inc.? +

Alan Tichman, a CERTIFIED FINANCIAL PLANNER™, has been with the firm since 1989 and leads the team in providing personalized financial advice.