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W.E.N. Planning Services, Inc.

(510) 547-0440 Office
(510) 547-0448 Fax
(510) 333-1129 Cell

5277 College Ave, Suite 20
Oakland, California 94618

On the corner of College and
Clifton, one block from Broadway.
Wheelchair access

envelope e-mail: walterea@wenplanning.com

 WEN LOGO


SUGGESTED ANNUAL
MAINTENANCE

Q1/Winter
Q2/Spring
Q3/Summer
Q4/Fall
Jan/Feb/March
April/May/June
July/Aug/Sept
Oct/Nov/Dec

General
Checkup
 
Special Goals
and Plans
 
 
Investment
Planning
 
Tax
Planning
Tax
Preparation
 
Risk
Management
 

See Me at Least Four Times a Year


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