HOW WEALTHCARE DEFIES THE COMMON
As we mentioned, we're building a revolution in the financial planning and advising industry that puts the real-life dreams of our clients as the tangible focus of everything we do. And because of that, we can't participate in many of the standard practices that have evolved in the industry simply because they are not in your best interest.
Instead, we developed and now engage in a patented process that utilizes a radically different approach to wealth management. This approach has been designed to enable you to achieve your life's goals—like buying a boat or paying for a child's education—as opposed to chasing percentages and returns. Wealthcare helps you see your future in obtainable, concrete terms, unclouded by financial jargon or abstract theories, and to realize your future uninfluenced by conflicts and sales quotas. The result is a more ethical and confident method of helping you realize your goals: What you dream you'd like to do, your plan will help you do. What's more, as circumstances or goals change, you and your advisor can refine your plan to continue to work toward meeting your life's goals and dreams.
If you were to compare what you're doing now with what you could achieve with Wealthcare, you would probably find what so many others have: that you don't need to take as much risk as you've been taking and that those dreams that seemed so far away or impossible were actually closer than you could have imagined.
Read our Life & Investing Brochure for more information on the Wealthcare Process and how we can help you make the most of your life.
If you'd like us to see if we can do better for you, we'd like to know you. Give us a call at 877.883.7526.