About us
In the area of wealth management, there is frequently conflicting information, theories, and services which prompt one to ask, “Who can I trust?” People want to feel confident that they have chosen the right team to help them through their investment choices and life planning. This is why people choose Advanced Planning Inc.
It began in 1993 with Guy Hatcher’s belief that clients needed one source to help them in the area of wealth planning. Guy’s ability to simplify complex strategies and his intuitive ability to help a client identify their journey has created a level of success that numerous individuals, business owners, and families have come to trust.
By implementing a team concept that includes a CPA, Attorney, and Financial Planner®, you receive a comprehensive review in the areas of tax, legal, and financial planning. This concept of planning allows us to offer our services without compromise, and a specific path to your ultimate destination. Indeed, this is wealth management from your perspective, not ours.
Today, Advanced Planning Inc. has become a successful and recognized firm in the area of financial planning. We also provide investment management services through Solutions 4 Wealth®, an advisory firm that manages money for individuals, families, and businesses. If you are a successful individual, executive, retiree, or business owner searching for someone to trust, ready to learn more? Simply contact Advanced Planning, Inc. today.
How Advanced Planning came to be
Donald L. Hatcher, President of Advanced Planning
Our Family
From our family to YOURS
Ed farmer
Advisor & Legal
Ed Farmer has been with the Advanced Planning company since 1997. Ed is a Certified Trust and Fiduciary Advisor, what he does for the company is focusing on estate planning and Investment Advice.
Ed is by far our most trusted employee to date. Ed has the certification of excellence by the company given to him by our President. Together with Teresa they liaison between clients and attorneys, CPA’s and other professionals.
Since his employment more than 25 years ago he has been non-stop helping families develop plans that makes sense for them. With honor, truth, and the will to work harder everyday Ed is one of the best Advisors in the business.
Tyler Wacaster
finance
I joined Solutions4Wealth in October 2023 as a Financial Advisor & Analyst, where I work closely with clients to develop personalized financial strategies and support them in pursuing their long-term financial goals.
I graduated from the University of Houston in 2021 with a Bachelor of Arts in Economics. Before beginning my career in financial services, I gained valuable experience in sales and client service, which strengthened my communication skills and reinforced to me the importance of building lasting relationships based on trust.
I hold the FINRA Series 6 and NASAA Series 65 licenses, allowing me to provide investment guidance tailored to my clients' financial objectives. In addition to English, I also speak German, which allows me to better serve a diverse range of clients.
teresa Bastien
office manager
Teresa Bastien has been an integral part of the Solutions 4 wealth team for over 18 years, serving as the firm’s Administrative Assistant and providing exceptional support to both clients and advisors. With a strong commitment to organization, efficiency, and personalized service, Teresa helps ensure the day-to-day operations of the office run smoothly while creating a welcoming experience for every client.
Teresa takes pride in building lasting relationships with clients and enjoys being part of a team that is dedicated to helping individuals and families achieve their financial and estate planning goals. Known for her attention to detail, dependability, and caring approach, Teresa assists with client communications, scheduling, administrative coordination, and research support. She believes that providing outstanding service and treating every client with respect and compassion are the foundations of a successful client experience.