Wealthcare Financial Group, Inc. is a retirement planning and investment advisory firm with offices in Maryland, Georgia and Washington, DC. Our firm provides retirement plan services (defined contribution), investment and fiduciary consulting to businesses, not-for-profit organizations,... Read More
By Wealthcare Financial Group, Inc.
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 »
By Wealthcare Financial Group, Inc.
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 »
By Wealthcare Financial Group, Inc.
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 »
By Wealthcare Financial Group, Inc.
SOFA, The Society for Financial Awareness is a 501(c)(3) Non Profit Public Benefit Corporation. Our Mission is to provide financial education across America, one community at a time.
How We Service Your Organization/Company:
SOFA has provided education to companies and organizations...
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By Wealthcare Financial Group, Inc.
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...
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By Wealthcare Financial Group, Inc.
Wealthcare Financial Group, Inc. is pleased to offer a complimentary financial plan to the employees of SHRM member organizations/firms. A copy of our free financial plan can be downloaded below for your review.
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Posted 5/2/2017
Posted 2/7/2017
