Clear Guidance for a Confident Retirement
Simplifying Social Security, income planning, and retirement decisions—so you can retire with clarity, confidence, and peace of mind.
Our Mission
At Wealth Income Planners, our goal is simple: to take the confusion and mystery out of the financial world.
Too many Americans face uncertainty around retirement because the rules are complex, the information is fragmented, and the stakes are high. We believe financial confidence begins with understanding.
We focus on educating individuals about the seven key financial dilemmas that can threaten long‑term financial peace of mind. By explaining these issues in clear, straightforward terms, we empower you to take charge of your financial future.
Financial literacy is where progress begins. You can’t do better if you don’t know better—and knowing better puts you in control.
What We Help With
We specialize in education‑first retirement strategies designed to bring clarity and confidence.
Our approach is not about complexity—it’s about clarity, education, and informed decision‑making.
Meet Your Team
Gerry A. Wiebers, LACP – IRA and Social Security Income Strategist
With over 34 years of experience, Gerry A. Wiebers is dedicated to helping individuals better understand retirement income and Social Security planning.
Gerry regularly teaches retirement and Social Security education lectures for companies, schools, counties, and community groups throughout Arizona. His passion is helping people understand how the decisions they make today impact their financial independence tomorrow.
He is a 25‑Year Life Member of the Million Dollar Round Table (MDRT)—placing him among the top 4% of professionals in the industry—and has served as President of Scottsdale NAIFA.
Professional Affiliations:
- MDRT (Million Dollar Round Table)
- NAIFA
- NAFA
- AAP
- Association of Financial Consultants
- SOFA
Arnold B. Weiner
Independent Financial Advisor
Joe Clark
Case Design Advisor
Leslie Husarenko
New Business Specialist
Take the Next Step!
If you’re approaching retirement—or already retired—and want clear, understandable guidance, we invite you to start with a conversation.