We take pride in improving our clients plans
We're wealth care group and
We're taking the lead in the race of retirement
At Wealth Care Group, INC., we have built our business on the foundation of servicing our community with exclusive insurance options, carving a pathway towards a secure future. We prioritize the time spent getting to know you- your needs, wants, and goals. And it isn’t until those elements are established that we jump into molding a plan built around a successful retirement life. We place an emphasis on protecting your assets that you’ve worked a lifetime to acquire, and ensuring peace of mind as you prepare for the next season of life. We place our pride in servicing the Lexington, Kentucky community. As members of the Independence Excellence Group, a distinguished group of financial professionals, we have had the privilege of widening our knowledge in the areas of Wealth Management, Retirement and Income Planning with many prominent groups and individuals.
Proud Member Of
Tried & True
Our Polished Process
Discover
It all begins with a simple idea and the plan to make it happen. We believe in creating a relationship with you, identifying what it means to live your life, and most importantly, how we’re going to make that happen.
Customize
We analyze where you are today, where you’ve been, and where you’re headed. The primary objective of this is to develop an effective, long-term investment strategy customized to your unique needs for long-term success.
Implement
The primary objective is to ensure a smooth transition process with active communication as each step of the process is being put into place. Our transition step is dedicated to you.
