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(317) 842-8400
Your Prosperity: <br />Our Priority

Your Prosperity:
Our Priority

Our practice centers around a panoramic process aligned with your goals and aspirations.

Our Purpose

Our Purpose

We strive to gain a panoramic view of our clients' dreams...then bring the pieces of the puzzle into a fit with what's most important to them. 

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Our People

Our People

We are tax oriented wealth planners for select individuals and business owners who aspire to a work-optional lifestyle and plan to leave a legacy. 

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Our Process

Our Process

WealthCare Financial, in all we do, is driven by a PROCESS, in sync with the pace of our clients' lives as they unfold and their needs change and evolve. 

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Five Frames, One Process: Your Financial Freedom

The beauty of our PROCESS at WealthCare Financial is that it ensures that we never lose sight of the two essential elements of achieving freedom: What MATTERS and what we can CONTROL.

We gain an understanding of our clients' vision with clarity, then apply our tax-smart approach to each of the 5 FRAMES of financial freedom. 

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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.
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Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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