About Us

I am looking for clients who need financial guidance on either how to save for retirement or the safest ways to invest their money at retirement.

We also help many people with their 401K rollovers. Leaving your 401K with past employers only means you keep paying high fees, and a have high risk of losing money at the next stock market downturn.

Products & Services
Stock Market Management by Wealth Management Planning
The stock market has been in a danger zone for the past month and one half.  has your investment manager had you out of the stock market?
Investment Management by Wealth Management Planning
Do you have an old 401K from a previous Employer?  You are probably paying higher than necessary fees without the benefit of profession direction o...
Roth IRA by Wealth Management Planning
A Roth IRA can be a great tax-efficient way to prepare for retirement. Investment Money Management, Inc. can help you open and manage your Roth IRA...
Recommendations Given (144)
"She does a nice job."
"Does good work"
Recent Activity

Henry from Wealth Management Planning Answered this on February 13, 2024
To apply for all the money your company needs click below. https://my.nationalcorporatecredit.com/?id=1820217000162869001 (more) To apply for all the money your company needs click below. https://my.nationalcorporatecredit.com/?id=1820217000162869001

Henry from Wealth Management Planning Answered this on February 13, 2024
To apply for all the money your company needs click below. https://my.nationalcorporatecredit.com/?id=1820217000162869001 (more) To apply for all the money your company needs click below. https://my.nationalcorporatecredit.com/?id=1820217000162869001

Henry from Wealth Management Planning Answered this on October 22, 2020
Catch the virus, get better, never worry about it again.  I'm tired of the while thing (more) Catch the virus, get better, never worry about it again.  I'm tired of the while thing

Henry from Wealth Management Planning Answered this on October 14, 2020
I hate the thought of the Federal Government throwing another 2 trillion dollars in debt out there, but because this virus won't seem to go away, people and our businesses are hurting.  Get it done Nancy, stop screwing around with the lives of the American people. (more) I hate the thought of the Federal Government throwing another 2 trillion dollars in debt out there, but because this virus won't seem to go away, people and our businesses are hurting.  Get it done Nancy, stop screwing around with the lives of the American people.

Henry from Wealth Management Planning Answered this on April 02, 2020
I can help with that. Watch the video and if you want help, call me.  781-422-7118 (more) I can help with that. Watch the video and if you want help, call me.  781-422-7118

Henry from Wealth Management Planning Answered this on March 31, 2020
I am working remotely from my winter home in Florida as I have been all  winter. If your motivated, you can actually more work done, without             interuptions. (more) I am working remotely from my winter home in Florida as I have been all  winter. If your motivated, you can actually more work done, without             interuptions.

Henry from Wealth Management Planning Answered this on October 30, 2019
I only have myself and wife to cover so I may not be the best person to advise you.  However my close friend Doug has 75 employees and has told me that Trump (he is not a fan) has improved the economy so much that in 0rder to attract employees he has to pay full health benefits.  Hope that... (more) I only have myself and wife to cover so I may not be the best person to advise you.  However my close friend Doug has 75 employees and has told me that Trump (he is not a fan) has improved the economy so much that in 0rder to attract employees he has to pay full health benefits.  Hope that helps. Henry
1 Reply

Henry from Wealth Management Planning Answered this on February 08, 2019
It is not as important as it was,  but having one makes your company seem larger than it really is.   It also makes people feel like you are more established.  (more) It is not as important as it was,  but having one makes your company seem larger than it really is.   It also makes people feel like you are more established. 
1 Reply

Henry from Wealth Management Planning Answered this on February 01, 2019
I think you are on the right track.  Getting your insurance license will allow you to sell insurance programs to Seniors that have no premium and are subsidized  by the Federal Government.  Keep going, get it done. (more) I think you are on the right track.  Getting your insurance license will allow you to sell insurance programs to Seniors that have no premium and are subsidized  by the Federal Government.  Keep going, get it done.

Henry from Wealth Management Planning Answered this on January 11, 2019
You have 2 choices:      1.  Call local colleges  and see if you can get young students that want to help you run your business until you can get back to work.  Sometimes they will work for free.        2. Abandon your business for the 6 months it takes, and hope your clients will come back... (more) You have 2 choices:      1.  Call local colleges  and see if you can get young students that want to help you run your business until you can get back to work.  Sometimes they will work for free.        2. Abandon your business for the 6 months it takes, and hope your clients will come back when you are better.

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