Welcome To
Wealth Planning Experts

Imagine waking up every morning with complete confidence in your financial future—knowing your loved ones are protected, your legacy is secure, and your hard-earned wealth is working as efficiently as possible for the life you’ve always envisioned.
At Wealth Planning Experts, we don’t just manage your money—we create a transformative experience that guides you on a deeply personal journey toward true financial peace of mind. Whether you’re just starting your career and feeling overwhelmed by where to begin, approaching retirement wondering if you’ve done enough, or already in retirement seeking to maximize what you’ve built while protecting it from unnecessary losses, we meet you exactly where you are.
Our F4 Drain-Proof Wealth System™️ accelerates your path to financial independence while eliminating the wealth drains that silently erode your future. But more importantly, we help you build something greater than just financial security—we help you create a living legacy that strengthens your faith, nurtures your family relationships, enriches your friendships, and delivers the freedom to live according to your deepest values.
This isn’t just financial planning. This is your journey to certainty, purpose, and the profound peace that comes from knowing you’ve created something meaningful that will outlast your lifetime.
It’s Time To Get On Track
Our Services
“My mission is to help families live with faith, cherish family, deepen friendships, and enjoy the freedom they’ve worked for—without fear of running out of money, losing to taxes, or being blindsided by life’s uncertainties. Through my F4 Drain-Proof Wealth System, I protect your wealth from the six biggest drains in retirement—longevity, liquidity needs, rising taxes, inflation, mortality, and market volatility—so you can live fully today and leave a lasting legacy tomorrow.” – Brian Safdari
Wealth Planning
Our F4 Drain-Proof Wealth System takes a holistic approach to growing your wealth—minimizing market volatility, eliminating unnecessary fees, and giving you complete control over your financial future.
Income Planning
Our F4 Drain-Proof Wealth System creates an income plan designed to withstand the six biggest drains in retirement—longevity, liquidity needs, rising taxes, inflation, mortality, and market volatility—so your paycheck never stops and your lifestyle never slips.
Learn More About Income Planning
Retirement Planning
We stress-test your retirement plan against longevity, market volatility, inflation, taxes, mortality, and liquidity needs—ensuring your retirement stays secure and your freedom intact, no matter what the future brings.
Learn More About Retirement Planning Strategies
Life Insurance & Annuities
We design life insurance and annuity strategies that protect your family, create guaranteed income, and transfer wealth without exposing you to market risk or unnecessary taxes.
Learn More About Life Insurance and Annuities
Tax Strategies
Our F4 Drain-Proof Wealth System builds proactive tax strategies that reduce what you owe in retirement—putting more money in your pocket to spend, save, and pass on to those who matter most.
Learn More About Our Tax Planning Strategies
Legacy & Estate Planning
We protect your life’s work by structuring your estate to avoid unnecessary taxes, ensure your wishes are honored, and create a lasting impact for your family, friends, and causes you value.
Learn More How To Leave A Legacy For Your Loved Ones
College Planning
We help you fund education without draining your retirement savings—so your children can graduate debt-free, step into their dream job, and launch their future without financial baggage.
Learn More About College Planning
Retirement Resources
Download Our Complimentary Guide
Important Birthdays Over 50
Turning 50 is a major milestone, especially when it comes to your retirement planning.

But are you aware of the new potential opportunities and risks that come with it? Our complimentary guide is here to help you navigate these crucial years with confidence.
Download “Important Birthdays Over 50” and discover all the key birthdays in retirement and what they could mean for your finances. From “catch-up” contributions at 50 to the significance of Medicare at 65, this guide covers everything you need to know to make informed decisions. Gain valuable insights that will empower you to secure your financial future and enjoy your retirement to the fullest.
Don’t wait—arm yourself with the knowledge you need by downloading your copy today!
