Secure Your Financial Future with Confidence

At Finance Wealth Plan, we provide personalized financial solutions across the USA to help you achieve your dreams, protect your assets, and build a lasting legacy.

Explore Our Services
Team of financial advisors at Finance Wealth Plan

About Finance Wealth Plan

Founded on the principles of trust, integrity, and excellence, Finance Wealth Plan stands as a beacon of financial guidance for individuals and families across the United States. We understand that navigating the complex world of finance can be daunting, which is why our dedicated team of experts is committed to simplifying the process for you.

Our mission is to empower you with the knowledge and tools necessary to make informed financial decisions. We believe that a secure financial future is not a privilege but a right that can be achieved through careful planning and strategic execution. From securing a loan for your dream home to planning a comfortable retirement, we are with you at every step of your financial journey.

We pride ourselves on building long-term relationships with our clients, founded on transparency and mutual respect. Our client-centric approach ensures that your unique goals and circumstances are at the heart of every financial strategy we develop. At Finance Wealth Plan, your success is our success.

5000+

Happy Clients

5+

Years of Experience

15+

Expert Advisors

$100M+

Assets Managed

Our Vision & Mission

The core principles that drive our commitment to your financial well-being.

Our Vision

To be the most trusted and respected financial service partner in the USA, renowned for empowering individuals and businesses to achieve unparalleled financial security and prosperity. We envision a future where everyone has access to expert guidance to build a life of financial freedom and peace of mind.

Our Mission

Our mission is to deliver tailored, comprehensive, and ethical financial solutions that address the unique needs of each client. We are dedicated to providing exceptional service, innovative strategies, and unwavering support, ensuring our clients are equipped to navigate any financial landscape with confidence and achieve their life goals.

Why Choose Us?

Expert Advisors

Our team consists of certified and experienced financial professionals dedicated to your success.

Tailored Solutions

We don't believe in one-size-fits-all. Every plan is customized to fit your unique financial goals.

Trust & Integrity

Your trust is our most valuable asset. We operate with the highest level of integrity and transparency.

24/7 Support

Have a question? Our dedicated support team is always ready to assist you whenever you need it.

Proven Results

Our track record speaks for itself. We have a history of helping clients achieve their financial objectives.

Competitive Rates

We offer some of the most competitive rates in the industry for loans, insurance, and investment products.

Our Loan Services

Access the capital you need to achieve your life's milestones with our flexible and affordable loan options.

Home Loan

Turn the key to your dream home with our competitive home loan options. We offer flexible terms and low-interest rates to make homeownership a reality for you and your family.

Education Loan

Invest in your future with our education loans designed to cover tuition, books, and living expenses. We support your academic journey with manageable repayment plans.

Business Loan

Fuel your entrepreneurial spirit with our business loans. Whether you're starting up or expanding, we provide the capital to help your business thrive and succeed.

Auto Loan

Drive away in the car of your choice with our hassle-free auto loans. Enjoy quick approvals and attractive interest rates for both new and used vehicles.

Personal Loan

Meet your immediate financial needs, from medical emergencies to dream vacations, with our versatile personal loans. Get funds quickly with minimal paperwork.

Mortgage Loan

Secure the property you desire with our comprehensive mortgage loan solutions. We guide you through the process to find the best mortgage for your financial situation.

Our Insurance Services

Protect what matters most. Our comprehensive insurance plans provide peace of mind for you, your family, and your business.

Auto Insurance

Drive with confidence knowing you're protected on the road. Our auto insurance covers collision, liability, and more, tailored to your specific needs.

Health Insurance

Your health is your wealth. Our health insurance plans provide comprehensive coverage for medical expenses, ensuring you get the care you need without financial strain.

Home Insurance

Safeguard your home and belongings against unexpected events. Our home insurance policies offer robust protection for your most valuable asset.

Life Insurance

Ensure your loved ones are financially secure no matter what happens. Our life insurance plans offer a safety net that provides for your family's future.

Travel Insurance

Explore the world worry-free. Our travel insurance covers trip cancellations, medical emergencies abroad, and lost luggage, so you can enjoy your journey.

Mortgage Insurance

Protect your home investment. Mortgage insurance ensures your loan is paid off, protecting your family from the burden of mortgage debt in unforeseen circumstances.

Burial Insurance

Ease the financial burden on your loved ones during a difficult time. Our burial insurance covers final expenses, allowing your family to focus on healing.

Pet Insurance

Give your furry friends the best care without the financial stress. Our pet insurance helps cover veterinary costs, keeping your pets healthy and happy.

Business Insurance

Shield your business from potential risks. Our comprehensive business insurance covers liability, property damage, and employee-related risks.

Our Investment Services

Grow your wealth strategically with our expert investment management and diversified portfolio options.

Investment Management

Let our experts manage your portfolio. We provide personalized investment strategies designed to maximize returns while aligning with your risk tolerance and financial goals.

Stock Investment

Unlock the potential of the stock market. We offer guidance and tools to help you invest in individual stocks or diversified equity funds for long-term growth.

Gold Investment

A timeless asset for wealth preservation. Invest in gold through various instruments like physical gold, ETFs, or gold funds to hedge against inflation and market volatility.

Mutual Funds

Diversify your investments effortlessly. We offer access to a wide range of mutual funds, allowing you to pool your money with other investors for professional management.

Additional Financial Services

Beyond loans and investments, we offer a suite of services to holistically manage and enhance your financial health.

Wealth Management

A comprehensive approach to growing and preserving your wealth. We integrate financial planning, investment management, and tax strategies to optimize your net worth.

Retirement Planning

Secure a comfortable and fulfilling retirement. Our advisors help you create a detailed plan, including 401(k)s, IRAs, and other savings vehicles to ensure you can retire on your terms.

Credit Score Repair

Improve your credit score and unlock better financial opportunities. We provide actionable strategies and support to help you dispute errors and build a positive credit history.

Debt Relief

Find your path to financial freedom from overwhelming debt. We offer solutions like debt consolidation, negotiation, and counseling to help you regain control of your finances.

Credit Card

Find the perfect credit card to match your lifestyle. We offer a variety of cards with competitive rates, rewards programs, and benefits to help you manage your spending effectively.

Master Card

Enjoy worldwide acceptance and security with our MasterCard options. Benefit from advanced fraud protection, exclusive offers, and seamless payment experiences anywhere you go.

Tax Planning

Minimize your tax liability and maximize your returns. Our proactive tax planning strategies help you navigate complex tax laws and keep more of your hard-earned money.

Estate Planning

Ensure your legacy is preserved and your wishes are honored. Our estate planning services include wills, trusts, and powers of attorney to protect your assets and loved ones.

Financial advisor consulting with a client

Ready to Take Control of Your Financial Future?

Don't leave your financial success to chance. Partner with the experts at Finance Wealth Plan and gain the clarity, confidence, and strategy you need to achieve your goals. Whether you're looking to buy a home, invest for the future, or protect your assets, we have the perfect solution for you.

Our personalized approach ensures that your financial plan is as unique as you are. Let's start building your secure wealth today.

Schedule a Free Consultation

What Our Clients Say

Hear from individuals and families who have transformed their financial lives with our help.

"Finance Wealth Plan helped us navigate the complex process of getting our first home loan. Their team was patient, professional, and found us an incredible rate. Highly recommend!"

Michael & Sarah Johnson
Phoenix, AZ

"The retirement planning service is top-notch. I finally feel confident about my future. The advisors took the time to understand my goals and created a solid plan."

David Chen
Seattle, WA

"I was overwhelmed with debt, but their debt relief program gave me a clear path forward. I'm now on track to be debt-free faster than I ever imagined."

Jessica Williams
Austin, TX

"Starting my business was a dream, and Finance Wealth Plan made it possible with their flexible business loan. Their support didn't end at the check."

Robert Garcia
Miami, FL

"The investment management team has consistently outperformed my expectations. They are transparent, strategic, and truly have my best interests at heart."

Patricia Miller
Boston, MA

"Getting life insurance was something I kept putting off. The team at SWP made it simple and easy, giving me immense peace of mind for my family's future."

James and Linda Davis
Denver, CO

Contact Us

Have questions? We're here to help. Reach out to us for a free, no-obligation consultation.

(208) 734-9611

info@financewealthplan.com

4557 De Silva St, Fremont, CA, USA - 94538

Privacy Policy



At Finance Wealth Plan (“we,” “our,” or “us”), we are committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website financewealthplan.com.

Information We Collect

We may collect information about you in the following ways: Information you voluntarily provide to us, such as [Name, Email address, Phone number, Billing or shipping details (if applicable) & Any information submitted via contact forms or registrations]

How We Use Your Information

We use the information we collect to: Operate and maintain our website | Improve user experience | Respond to inquiries and customer support requests | Send updates, newsletters, or promotional communications (if opted in) | Process transactions (if applicable) | Comply with legal obligations

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to: Understand website usage | Remember user preferences | Improve site performance. You can choose to disable cookies through your browser settings. Please note that disabling cookies may affect website functionality.

Sharing of Information

We do not sell, trade, or rent your personal information. We may share information with: Service providers assisting in website operations. Legal authorities if required by law. Third parties with your explicit consent.

Third-Party Services

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices of those third parties. We encourage you to review their privacy policies separately.

Data Security

We implement reasonable administrative, technical, and physical security measures to protect your information. However, no method of transmission over the internet is 100% secure.

Children’s Information

Our website is not intended for children under the age of 13. We do not knowingly collect personal data from children.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Changes will be reflected on this page with an updated “Last updated” date.

Contact Us

If you have any questions about this Privacy Policy, please contact us: info@financewealthplan.com




JOIN OUR NEWSLETTER

It's A Good Time To Subscribe And Get The Latest Promotions.




Select Your Birth Date






Terms & Conditions



Welcome to Finance Wealth Plan (“Website,” “we,” “our,” or “us”). By accessing or using our website financewealthplan.com, you agree to be bound by these Terms and Conditions. If you do not agree with any part of these terms, please do not use our website.

Use of the Website

By using this website, you confirm that: You are at least 18 years old or using the website under parental supervision. You will use the website only for lawful purposes. You will not engage in activities that may harm, disable, or impair the website. Unauthorized use of this website may result in legal action.

Intellectual Property Rights

All content on this website, including but not limited to: Text, Images, Logos, Graphics, Videos & Website design is the intellectual property of Finance Wealth Plan, unless otherwise stated. You may not reproduce, distribute, or exploit any content without prior written permission.

User Accounts

If you create an account on our website: You are responsible for maintaining the confidentiality of your account. You agree to provide accurate and current information. We reserve the right to suspend or terminate accounts that violate these terms.

Products & Services

All descriptions, pricing, and availability of products or services are subject to change without notice. We reserve the right to: Refuse service to anyone | Modify or discontinue products or services | Limit quantities where applicable.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for: Content accuracy, Privacy practices, Policies of third-party sites & Access third-party websites at your own risk.

Limitation of Liability

To the fullest extent permitted by law, Finance Wealth Plan shall not be liable for: Any direct or indirect damages | Loss of data, profits, or business | Errors, interruptions, or inaccuracies. Your use of the website is at your sole risk.

Indemnification

You agree to indemnify and hold harmless Finance Wealth Plan from any claims, damages, or expenses arising from: Your use of the website | Violation of these Terms | Infringement of third-party rights

Termination

We reserve the right to terminate or restrict access to the website without notice if: These Terms are violated | Unlawful activity is detected

Changes to Terms

We may update these Terms & Conditions at any time. Continued use of the website after changes indicates acceptance of the revised terms.

Contact Information

For questions regarding these Terms & Conditions, contact us at:info@financewealthplan.com