What We Do
There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. Informed decisions about the products in any portfolio are best made after an assessment of individual needs. After meeting to do this, you are better informed when the time comes to choose from a comprehensive suite of products and services and select those that address your unique situation.
Financial Planning
Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
Investment Planning
Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
Estate Planning
Having an estate plan is paramount in ensuring your estate is handled according to your wishes. Together with your estate planning attorney, we can assist in drafting documents and reviewing your situation so your estate benefits the people and charities you care about most.
Retirement Planning
Retirement planning shouldn’t start at retirement; it should start well before. We take a long-term view of your financial wellbeing to help create a life after work that is as well-planned as your life while working.
Asset Management
You work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from. Asset Management service is all about helping you manage YOUR financial assets using a prudent and conscientious approach.
Tax Planning
It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the latter.
Life Insurance
A popular misconception about life insurance planning, is that it’s something to do with ensuring others enjoy the fruits of your insurance once you’ve passed. While that is just one aspect of planning for the inevitable, life insurance planning can offer multiple benefits – even as you live to enjoy them!
Annuities
Not everyone is prepared for retirement. While some of us are fortunate to have built a nest egg that will last us through our Golden Years, others will depend on government programs for retirement income. Regardless of which, annuities can be a powerful vehicle to help you fund your retirement dreams.
Our Process
When planning your financial future, the last thing you want to do is to make a hasty investment decision. A bad financial decision can cost you money and undermine your life path as you follow your vision. It can be difficult and expensive to get out of certain investments and get back on track with your money.
At WealthCare Investments & Insurance, we want to take the time to do things the right way for you. Your life vision is unique to you and no one else. Your current financial situation is not the same as that of the next person.
Our financial planning process is methodical and comprehensive. We will take the time to properly analyze your current financial situation and consider possible future scenarios so that we can know that we are recommending investments that are designed to accomplish your vision and are in your best interest.
No hurry. No hassle. No pressure.
Trusting one another is important. As we journey together through our process, we hope to build a strong and lasting relationship with you. When you make a financial or investment decision with us, we want you to feel comfortable and confident that you made a good decision and that we will be there to help your family and you as you travel the path of your life vision.
What to Expect
Initial consultation
We begin with a free consultation to understand your concerns and conduct a thorough review of your unique circumstances. This sets the foundation for our partnership.
Strategic planning
Following the initial meeting, we develop a comprehensive plan to initiate the necessary changes, setting the course for progress and improvement.
Continued support
As we implement the plan, our commitment doesn't end there. We provide continuous follow-up to ensure the plan's success and keep you on track with our services.
Stay in Touch
Contact Info
Address:
6603 River Rd
Prospect, KY 40059
Phone: 502-410-3465
Fax: 866-381-4488
Email: info@wealthcareinvest.com
WealthCare Investments & Insurance is located at 6603 River Road, Prospect, KY 40059. Advisory services offered through American Capital Management (ACM), located at 4222 Grant Line Road, New Albany, IN 47150. All other products and services offered through WealthCare Investments & Insurance.
