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.
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 PlanningRetirement PlanningTax PlanningAsset & Income ProtectionBusiness & Succession Planning
Estate & Gift PlanningInsurance PlanningEducation PlanningSpecial SituationsCharitable Giving
We have a wealth of experience in the financial services industry.