Our Services

The WealthCare retirement planning and management process begins with getting to know you and your wishes.  After we help you define your goals, we begin a comprehensive exam of your financial health, including estate issues and company benefits.  Our fiscal exam focuses on three steps:

  1. Diagnose potential goal-blocking issues;
  2. Prescribe wealth care options;
  3. Monitor and implement solutions.

Recommendations are based on modeling income and expense projections, designing risk-adjusted investment portfolios, minimizing income and estate taxes and reviewing company benefits.

The result is a “living” prescription for meeting your goals, updated as circumstances change.