Our Commitment to Financial Education
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We believe financial education should be accessible to everyone, not just those who can afford high advisory fees. Our mission is to empower families with knowledge so they can make informed decisions for today and the future.
631,472
In 2023, our company's financial professionals helped hundreds of thousands of families prepare for a better financial future.
Over 70,000
More people are deciding to build businesses that address the growing needs of middle-income families for financial services.
8 M
Since 2001, our company's financial professionals have helped more than 8 million families across North America prepare for a better financial future.
For Families
To help everyday families get the financial education, protection, and independence they need to pursue their dreams for tomorrow.
How We're Different
Unlike traditional financial firms, Wealth Builders Group professionals are not limited to a single product, company, or strategy. We work independently-partnering with nearly 200 leading financial and insurance providers-so families and business owners can explore options without bias or pressure.
Our role is education first. We help individuals understand how money works, identify gaps in their current plan, and build strategies aligned with their goals, values, and stage of life.
Serving Beyond Financial Services
Financial Plan Providers LLC supports meaningful initiatives that strengthen communities and families through education, outreach, and long-term impact
Products & Providers
"At Financial Plan Providers, financial professionals help many of the industry's top financial services and insurance companies bring their products to families throughout North America."
The list above indicates companies that have a relationship with our platform. It is not necessarily a list of product providers that each Financial Plan Provider's agent identified on this web page is able to represent.
Download Your Free Guide Today
We’ve developed these financial planning and investing guides to help in your pursuit of a successful financial future.
UNDERSTANDING LIFE
INSURANCE
KID'S SAVINGS PLANS AND COLLEGE PLANNING
NAVIGATING DEBT
Your Guide To Freedom
THE ULTIMATE GUIDE TO ANNUITIES
Our Vision
To give people from all backgrounds the power to become financial services business owners, so that every family can access financial knowledge, products, and resources to prepare for a better future.
Our Mission
To empower financial services entrepreneurs with the tools they need to help families have better futures.
Simplify Your Financial Life
We’ll give you peace of mind with our total Financial PLan solution.
Insurance Protection
The most important part of preparing for the future is protecting it. Help clients prepare for uncertainty, as they may live too long, die too soon or become disabled. They need products that can help them protect the life they’ve built
Retirement Strategies
A key to any financial strategy is preparing for retirement. You'll be able to offer people a variety of options to help them prepare for their leisure years.
College Funding
Whether preparing to send the first - or fifth - child to college, many families can benefit from the help of a financial professional.
Legacy Strategies
Without a personal legacy plan, the value of someone’s estate can be eroded by taxes, and the disposition of their assets may not be what they intended. Families need a financial professional who can work with their attorney and tax professional in funding legacy strategies.
Long-Term Care
A plan to cover long-term care expenses is often overlooked but can be a key component of a solid financial foundation. Plan now to ensure expenses are covered if extended care is needed.
Business Solutions
Small business owners need financial and insurance solutions for themselves and their employees. As a licensed financial professional, you can offer a variety of products and services to help them meet these needs.
Our Commitment
As a Financial Plan Provider financial professional, we focus on you and your needs, goals, and objectives. We strive to help individuals, families, and businesses create a sound strategy for the future focused on reducing debt, saving money, protecting the things that are most valuable to you, and helping entrepreneurs reach their dreams.
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3100 South Gessner Rd, Suite 118,Houston,TX,77042