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Products by Wealthcare Financial Group, Inc.
  • Retirement Plan Services

    At Wealthcare Financial Group, Inc. we assist employers with achieving greater levels of transparency, efficiency and cost savings. We also seek to improve investment performance within a company-sponsored retirement plan. Our Statement of Work explains our review process and how we utilize the... Read More
  • Institutional Investment Consulting

    Our institutional investment consulting services is governed by the rules, principles, practices and procedures of ERISA, UMIFA and UPIA. We understand the legal precedents, applicable rules, guidelines and best practices that govern the delivery of investment services to institutional investors. Read More
  • Fiduciary Consulting for Defined Contribution Plans

    An Accredited Investment Fiduciary Analyst (AIFA®) practitioner provides the accurate assessment of an investment fiduciary organization to determine if their practice conforms to a Global Fiduciary Standard of Excellence; and whether the organization has satisfied the Forty Six Practices... Read More
White Papers by Wealthcare Financial Group, Inc.
  • The Benefit of Choosing an AIFA Designee By

    Provides insight into the value-added services of financial advisors who are retirement plan professionals, that have completed the Accredited Investment Fiduciary Analyst (AIFA) designation. Read more
  • Guide to Retirement Plan Administration By

    When you actually step back and review all that is involved in establishing managing and monitoring a qualified plan, it is little wonder why plan sponsors turn to retirement plan consulting firms like Wealthcare Financial Group, Inc. for help. Even with assistance understanding the information,... Read more
  • Code of Ethics for Accredited Investment Fiduciary Analyst (AIFA) Designees By

    Financial advisors who have completed the Accredited Investment Fiduciary Analyst (AIFA) designation serve as wealth managers, retirement plan advisors and consultants, as well as investment advisors on behalf of institutional and individual clients. Those who have completed the extensive... Read more
News about Wealthcare Financial Group, Inc.