WEALTH PLANNING AND DESIGN LLC
SARASOTA, FLORIDA

. Tune in to listen to stories and processes that are used at Wealth Planning and Design, Inc. to help clients throughout the journey on the road to the life of their dreams. Mark Clark, CFP®, Certified Kingdom Advisor™ is an Investment Advisor Representative of Wealth Planning and Design LLC. through Kingdom Advisors in 2010. With over 30 years of experience, Joni has a passion to help individuals gain confidence and clarity through wealth management and planning. Joni Rametta, CFP®, Certified Kingdom Advisor™ is an Investment Advisor Representative of Wealth Planning and Design LLC. Len attended the U.S. Naval Academy in Annapolis, Maryland as a member of the Class of 1962. He has been serving clients as a financial advisor for more than 50 years. He began his career with Shearson Hammill, a firm that changed names many times – the last name being Morgan Stanley. Throughout his career there, Len was consistently in the top 5% of all firm financial advisors for more than four decades. Len Leetzow is an Investment Advisor Representative of Wealth Planning and Design LLC. Charlie Morse brings a unique perspective to financial planning. His business background – life experiences and 30 years in the financial services industry. In 1988 he began his career providing doctors and business owner’s disability income and asset protection planning. Later he participated in the development and presentation of “A Course in Estate Planning” working side by side with attorneys to develop strategies for individual and families facing estate tax liability – and generational transfer concerns. Charlie likes to work with clients of all ages. Getting young families on track with sound financial planning, helping baby boomers facing retirement, Charlie strives to build strategies to increase clients tax free income in retirement – reducing income tax – while keeping an eye on asset protection. Always striving to improve his knowledge, he has earned his designation of Jeremy brings to the firm his knowledge of insurance and complete family lifestyle and asset protection. He graduated from Mississippi State University in 2006 with a degree in Risk Management, Insurance, and Financial Planning. Jeremy has had a successful 12-year insurance career, beginning at Liberty Mutual in South Carolina. He then spent several years with two large Florida brokers before moving on to become a Sales and Marketing Manager with PURE high net worth insurance. Most recently, he was a Family Risk Manager with BB&T Insurance, the 5 largest insurance broker in the country, before joining the firm. Jeremy specializes in custom-tailored insurance programs designed to fit each person’s unique lifestyle. His goal is to help accomplished businesses and families by analyzing their exposure to risk and customizing programs to protect their assets. When not working, Jeremy enjoys spending time with his wife and two children, golfing, and volunteering within his church and community. Jordan was born and raised in Indiana and graduated from Purdue University with a B.S. in Management in 2012. After graduating, she moved down to the Sarasota area with her husband and worked as an Outpatient Service Representative for Sarasota Memorial Healthcare System. Combining her education with her customer service skills, Jordan came to realize she is passionate about serving people. Jordan’s primary goal is to make sure that each client has an excellent experience with the firm, and she is looking forward to working alongside the clients and advisors to meet their needs. Outside of work, Jordan enjoys spending time with her husband and two children, reading, and serving within her church. Mike and Cheryl Rivera are thinking about sending their two children to college. They understand the value of a quality education and want to provide the best educational experience possible for their children. In order to have enough money to educate their children they find themselves with two choices: taking on debt or using their So, Mike and Cheryl took the first step and met with Wealth Planning and Design. They work with dozens of families just like the Rivera’s. They helped them design, implement, and fund a “College Plan” that helped them find the resources and meet their target education goals for their children. Mike and Cheryl met with the college planning expert from Wealth Planning and Design, who helped them set their specific education goals as it related to their children. This included goals that would have the most meaning and impact so that their goals of higher education be met, and kept in line with their overall financial goals of retirement, debt and financial planning. The plan was established and with the help of the resources available through Wealth Planning and Design, it began to be implemented for the best possible education results for the family. Business Owners Sam Johnson was thinking about selling his medical supply business to spend more time with his wife and their four grandchildren. In order to have enough money to feel comfortable and maintain his standard of living in retirement, he needed to sell the business for at least $10 million. After spending valuable time cleaning up the books, improving the efficiency of his operations, and showing several years of consistent growth, he could not understand why the best offer he received was only at $8 million. That would not provide him with the peace of mind in retirement he was seeking, but he did not want to go on working much longer, either. So, Sam took the first step and met with Wealth Planning and Design. They work with dozens of business owners just like Sam. We helped him design, implement, and fund a “Golden Handcuffs” executive retirement plan that financially incentivized the three most critical people in his company – head of sales, chief product developer, and chief financial officer – to stay on board and perform until long after the business is sold to a new owner.