Wealth Planning

Wealth Planning

At WealthCare Financial Group, we believe that wealth planning is for a lifetime. We can help you prepare for and build certainty around critical life events. We take a holistic approach that considers the tax implications of your comprehensive plan, including building lifetime income, planning for a legacy, saving for college, creating a business succession plan, allocating inheritance, changing careers, or buying a house – just to name a few!

As we build your strategy, we ask the questions “what is this for?” and “when is it needed?” We call this approach the “Chest-of-Drawers” strategy. We arrange your assets into portfolios like drawers with what’s needed in the short-term on top, making it easier to access, and your long-term assets at a distance for safekeeping until needed.

  • Top drawer:  Readily available income and emergency funds
  • Middle drawer: Investments geared to help you over the next three to four years
  • Bottom drawer: Investments designed with a 30-year retirement in mind

We understand that each client’s life follows its own pattern of critical life events. We are lifetime planners—when life happens, we will be here to guide you. We help you determine how to fill each drawer and the appropriate time to take from the drawers. We are able to implement the following tools to fit your current situation and plan for the future:

  • Investment Planning
  • Retirement Planning
  • Tax Planning
  • Asset & Income Protection
  • Business & Succession Planning
  • Estate & Gift Planning
  • Insurance Planning
  • Education Planning
  • Special Situations
  • Charitable Giving

We offer ourselves as a sounding board to you, your friends, family and colleagues. Our mindset is one of stewardship and helping others find success.


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Meet the team

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We have a wealth of experience in the financial services industry.

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