Updated:
WG Plan
WG Plan provides independent, fiduciary financial planning for retirement, tax, and estate decisions. It brings portfolio management, risk, tax awareness,...
Overview
WG Plan provides independent, fiduciary financial planning for retirement, tax, and estate decisions. It brings portfolio management, risk, tax awareness, and estate planning into one connected view built around the client’s life. The firm uses its proprietary P.L.A.N. (Portfolio Level Allocation Navigator) model and a 4-Lever Framework of market-based investing, market-hedged strategies, alternatives, and risk transfer.
General information
Firm type
RIA
Location
City
McKinney
Principals
Jeffrey Reddick
CFP® — Founding Partner · Lead Planner & Strategist
Taylor Phillip Willingham
JD, MS — Founding Partner · Estate & Legacy Planning
Kathy Im — Wealth Advisor & Compliance Officer
Anne-Marie Daugherty — Director of Operations
Frequently asked questions
Why is WG Plan LLC registered in Wyoming?
Wyoming is a preferred jurisdiction for private investment entities due to its strong charging-order protections, which shield LLC assets from personal creditors of individual members, and its lack of state income tax. Many single-family offices form holding companies and investment vehicles in Wyoming to compartmentalize direct investments, separate them from operating businesses, and minimize public disclosure requirements. The state does not require LLCs to publicly list managers or members, which is a critical privacy feature for families that do not want their investment activities openly linked to their names.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research WG Plan in Altss
Explore available research and relationship coverage for this adviser in Altss.