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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 »
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 »
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 »
Clients new to our firm receive assistance with retirement financial planning; which also includes a free financial plan, portfolio review and a comparative investment analysis. These complimentary services comprise the core value of our wealth management and investment management solutions.... Read more »
At all costs, major retirement planning mistakes can and should be avoided just like Caffeine. Caffeine? Yes, caffeine! Hang in there with me for a minute and you will understand what I’m talking about. When done properly, the process of retirement financial planning should greatly reduce the... Read more »
Legacy planning is a lifelong endeavor that requires patience, discipline, a strong work ethic and proficiency when it comes to the subject of money and taxes. Being “wealthy” should not only be defined in numerical terms. Otherwise, what good does having a lot of money do for the people who... Read more »
Wealthcare Financial Group, Inc. is a proud member of The Society for Financial Awareness (SOFA). SOFA members have conducted financial education events at more than 10,000 locations - as community volunteers. Contact us to schedule your group's FREE workshop now! Read more »
Wealthcare Financial Group, Inc. is a proud member of The Society for Financial Awareness (SOFA). As a SOFA member, we are pleased to offer 30+ FREE financial education workshops. Visit our profile page on the SOFA website to learn more about our free educational workshops. Read more »
At Wealthcare Financial Group, Inc. our approach to investment management is always based on the unique needs of each client: 1. Define Your Goals: Align your investments with your financial goals, because with a destination in mind you can be more focused. 2. Build Confidence About Investing:... Read more »
After a tumultuous week of trading, the Dow Jones Industrial Average ended the week of March 20, 2020 by closing down -913.21, below where the DJIA was on January 20, 2017 when Donald J. Trump became the 45th President of the United States. Martin A. Smith, President of Wealthcare Financial... Read more »
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