Financial and Retirement Planning

By: Wealthcare Financial Group, Inc.  08/30/2014
Keywords: Financial Advisor, Financial Analysis, Wealth Preservation

Clients new to our firm receive assistance with comprehensive financial and retirement planning. We include a complimentary portfolio review & analysis; a core value of our wealth management and investment advisory solutions. Wealthcare Financial Planning™ is a thoughtful and disciplined process of evaluating and prudently managing someone’s financial affairs within the context of their values, needs and goals. When done correctly, Wealthcare Financial Planning™ financial planning provides a comprehensively written “How To” plan, for addressing the financial challenges that inevitably arise in every stage of life. Our Financial & Retirement Planning Process Hence Wealthcare Financial Planning™ is a solutions oriented process, not a product! Therefore, comprehensive financial planning, through our wealth management process is fulfilled when our team of financial, tax and investment specialists applies our collective expertise to evaluate all aspects of our client’s financial situation and devise and recommend appropriate solutions. At Wealthcare Financial Group, Inc. we provide comprehensive financial planning in order to answer very important questions that our clients have about their present and future financial situation. Done properly, Wealthcare Financial Planning™ is more than an exercise of filling out a long questionnaire about sources of income, investments, debts and expenses. The purpose of our values-based comprehensive financial planning exercise helps our clients to carefully and more accurately assess the health of their current financial state, as well as to thoughtfully and realistically plan and project their future net worth and overall financial security.

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