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Services

Because Wealthcare Financial offers a variety of financial planning, we are able to identify the best services that fit your financial needs and provide you with short and long-term success.

You CANNOT create a one-size-fits-all financial plan and expect it to be successful. Everyone is different and has different resources and challenges. We will work with you on an individual level to identify the best ways to set and reach your financial goals with the use of several financial services including:

Financial Planning & Fee Schedule

  •          $0                 – $1,000,000 = 1.50%
  •          $1,000,000 – $2,000,000 = 1.25%
  •          $2,000,000 – $3,000,000 = 1.00%
  •          $3,000,000 +                      ≤ 0.75%  

Financial Planning Fees:  $300/hr. – On average a financial plan will take approximately 5 – 15 hrs. 

Solo 401(k) Set up fee: Initial cost $1,500 with an ongoing annual fee of $199/yr.

Financial Planning Retainer: $199/m – $495/m depending on the complexity of the plan. 

Financial Services

Investing

As you look for creative ways to expand your portfolio, we identify low-risk, solid-reward options that will help you see long-term results. Areas we specialize in include common stocks, bonds, government securities, treasury bills and more.

Retirement

Have questions or need assistance setting up a 401(k), 403(b) or an IRA? We have utilized these services for years and setup our clients with the ideal option that fits their retirement goals.

Financial Planning

You are finally making good money, but you want to make sure that you are smart with it. We can identify how to lower your debt, save for the future and invest wisely to help you generate additional income that you can utilize now.

Insurance Assistance

Whether it’s life insurance, disability income or long-term-care insurance, we can provide you with feasible options that will provide security for your family.

Want to plan a custom strategy? Schedule your complimentary review today!

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