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.
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.
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.
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.
The content of this website is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales.
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