WBC provides financial professionals with an easy to understand, powerful, economic based financial process that creates efficient wealth building and protection for the clients they serve.
“With Wealth Building Cornerstones, our advisors have the tool they need to help our clients clearly see the impact investments and life insurance have on their retirement income.”
- Ken Grace, CLU
As an educational system, individuals and families are not put under sales pressure, but rather are simply walked through the steps of efficient planning.
WBC’s “begin-with-the-purpose-in-mind” approach for Pre-Retirees and Retirees gives individuals and families the ability to cut through the hype, confusion, opinion-based rhetoric, and stereotypes of the financial world to make sound economic based financial decisions.
WBC enables people to utilize the Two Economic Powers® approach in personal planning. This approach identifies and incorporates the foundational powers of personal finance that were always meant to work together in proper balance for efficient accumulation and distribution of money.
We are extremely excited to announce that Dr. Wade Pfau CFA, RICP® has joined Wealth Building Cornerstones™ as our Chief Research Fellow. Dr. Pfau has his BA and BS from the University of Iowa, MA and PhD from Princeton University.
Dr. Pfau is a Professor of Retirement Income and the Program Director for the RICP® designation at The American College®.