About
We act as a Wealth Center
At Planwise Partners, we believe mastering your financial universe begins with the right partnership. Founded by Arnaldo León, our office acts as a Wealth Center providing personalized, comprehensive financial services to individuals, families, and businesses.
We offer a holistic approach that includes Life Insurance, Retirement and Estate Planning, and Wealth Creation. Each service is designed to align with your financial goals, lifestyle, and long-term vision.
The name Planwise Partners reflects our philosophy that financial success is best achieved through trusted guidance and collaboration. Whether you are planning your family’s legacy or growing your business, we simplify the process so you can focus on what matters most.
Our Mission
Our mission is to serve and empower others through education — teaching families the true power of life insurance. By protecting one family at a time, we protect entire communities, cities, and nations. Through this process, we aim to eliminate poverty within 2–3 generations, creating a ripple effect of financial freedom and generational wealth that transforms society.
Our Vision
To inspire and equip families and businesses to become wise stewards of God’s resources — creating lasting legacies of abundance, freedom, and purpose. We envision a world where financial literacy and faith walk hand in hand, where families are empowered to build, protect, and transfer generational wealth that uplifts entire communities and glorifies God through responsible prosperity.
Our Story – Message from the Founder
First and foremost, thank you. With thousands of financial firms to choose from, you’ve chosen Planwise Partners, and that means everything to us. Your trust is not just appreciated. It’s a responsibility we take to heart.
Welcome to Planwise Partners! It is my pleasure to serve you. I’m Arnaldo León, founder of Planwise Partners Insurance Agency. With over a decade of experience in Security Protection and Risk Management, I bring the same level of commitment, discipline, and strategic thinking to the world of Financial Services.
My journey began in the security industry, where I developed a deep sense of responsibility and foresight—skills that I now use to help individuals and businesses safeguard their financial futures. Transitioning to financial services wasn’t just a career shift; it was an expansion of my commitment to Serve and Protect—this time, focused on your financial well-being.
At Planwise Partners, we don’t just offer financial services — we build relationships, trust, and financial roadmaps that give you peace of mind. My goal is to help you make informed, strategic decisions so you can take full control of your financial destiny.
I invite you to connect with us and discover how we can help you build a secure, prosperous, and limitless future.
Let’s start planning your success today!
-Arnaldo León
Core Values
Integrity
Built on transparency and trust, we act with honesty and ethics in every decision.
Client-Centered
Your goals drive our strategies. Every plan we design is built around what matters most to you.
Security
Our mission is to protect your financial future through reliable, risk-managed strategies.
Your Journey with Planwise Partners
At Planwise Partners, we believe financial success starts with clarity and partnership. Our consultation process is designed to be simple, transparent, and completely personalized — so you always know what to expect.
1.
Discovery Call
We begin with a brief discovery call to learn about your goals, current situation, and financial priorities. This helps us understand where you are today and where you want to be in the future.
2.
Create a Strategy
Based on your goals, timeline, and available resources, our team develops customized strategies to help you achieve financial growth, security, and peace of mind. We present clear options designed to fit your unique needs.
3.
Choose a Plan
We meet with you to review your personalized strategies and help you select the plan that aligns best with your objectives. Once chosen, we put your plan into action and continue to guide you at every step.
Our Reviews
Two Ways to Grow with Planwise Partners
1. Become a Financial Professional
Discover the Freedom of Being a Non-Captive Independent Insurance Agent
Welcome to Your Path to Success in the Insurance Industry
We believe in empowering professionals like you to achieve financial freedom and success. Whether you’re a licensed agent ready to take your career to the next level or a professional looking to start your journey in the insurance industry, we have the tools, resources, and support to help you thrive.
Why start your journey with planwise partners?
Non-Captive, Independent Model
Enjoy full control of your career and book of business with no restrictions or limitations.
No Enrollment Fees or Monthly Payments
We invest in you, so you can focus on growing your career without unnecessary costs.
Cutting-Edge Training & Tools
Access our innovative platform with advanced training, product resources, and business-building tools to dominate your market.
Supportive Community
Join a team that values collaboration and growth, offering mentorship and guidance to help you excel.
Direct Carrier Appointments
Get paid directly from carriers, ensuring transparency and maximizing your earning potential.
Multiple Income Streams
We empower agents to achieve financial freedom by building multiple streams of income:
Personal Income
Earn directly by helping clients meet their financial goals.
Residual & Renewal Income
Enjoy consistent annual earnings from the policies you’ve personally written.
Agency Income
Develop a team of agents and earn overrides from their production.
Expansion Income
Mentor emerging leaders who build their own teams or agencies, creating an additional income stream.
Bonus Income
Compete for exciting bonuses and incentives that reward your hard work and dedication.
These income streams offer not just financial stability but the potential for limitless growth, giving you control over your career and the ability to scale your success. Let’s help you build the future you deserve!
For Aspiring Professionals
Looking to break into the industry? We’ll guide you every step of the way:
Licensing Assistance
Start your process with expert support to obtain your insurance license.
Comprehensive Training
Learn the skills and strategies needed to build a successful career.
Mentorship Opportunities
Work alongside industry leaders who are committed to your growth.
2. Partner With Planwise Partners
Let's Build together
By partnering with Planwise Partners, you can enhance your client relationships, expand your service offerings, and contribute to creating generational wealth for the people you serve.
Expand your value, grow your network
Are you a Realtor, Accountant, Business Broker, Attorney, Estate Planner, Financial Advisor or other Financial Professional? Partnering with Planwise Partners can enhance the value you offer your clients while opening doors to new opportunities for growth and collaboration.
Why refer your clients to us?
Comprehensive Financial Solutions: From Life Insurance to Retirement Planning, Annuities, Taxes and Advanced Strategies, such Buy/Sell Agreements; we complement your expertise by providing tailored Financial Services.
Client-Centered Approach: We work with the highest integrity, ensuring your clients receive solutions that align with their goals.
Mutual Growth: Build a trusted partnership where we both thrive by helping clients achieve their financial success.
Transparent Collaboration: You stay informed every step of the way, ensuring confidence in the services we provide.
Get in Touch
Let’s Build Your Financial Future Together
Take the first step toward financial mastery by contacting us today for your No-Cost Consultation.
Call, email, or message us to begin your personalized financial journey.
-
1115 Minnesota Ave, Suite 5
St. Cloud, FL 34769 - info@planwisepartners.com
- (689) 237-2727