Our ultimate goal is to leave you confident
We're wealth care group and
We hope to build a lifelong relationship
We believe in fiduciary responsibility, finding the right product to fit our clients need, assisting the client to stay in control of their money, Wealth Care Group stands proudly because of the insurance products it offers and satisfaction of our clients. Our retirement strategy approach is based upon a thorough analysis and breakdown of your current financial situation and future retirement plans. We ask the important (and often not thought of) questions that can assist you, the client, to come to understand and choose insurance products for your retirement
Fixed Annuities
Your life is an invaluable asset. Let us make sure you and your loved ones have appropriate coverage with the flexibility to meet the changing needs you may face in the future.
Retirement Strategy
We want to provide you with the information to choose insurance products that fit your retirement needs.
Legacy Planning
Legacy Planning is important, especially when you have developed a considerable amount of solid and liquid assets throughout your life.
Social Security Optimization
Many people who are eligible to claim their Social Security benefits are unsure of how and when to do so. You have been putting away money towards Social Security …
Tax Minimization
Our experts can help minimize your tax bill through a number of different ways. Strategies such as Income Deferral, Income Splitting, Income Spreading, and Tax Credit Planning…