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.
  • Plan for the Life YOU Want In Retirement By

    Wealthcare Financial Group, Inc. is pleased to present this guidebook to employers, as a helpful resource for their employees who are near retirement. Read more
  • Self-Assessment of Fiduciary Excellence for Investment Stewards By

    Coupled with the "Periodic Table for Investment Stewards", this Self-Assessment of Fiduciary Excellence (SAFE) is provided to assist investment stewards in analyzing how well their portfolio meets the Global Standard of Fiduciary Excellence defined by the Center for Fiduciary Studies. Read more
  • 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
News about Wealthcare Financial Group, Inc.
  • Avoid Making Retirement Planning Mistakes Posted

  • How To Build Excellent Credit Posted

  • Convert Required Minimum Distributions Into Tax Free Income Posted