Whether you're just out of college or you're about to retire, now is the perfect time to start investing. Understanding the constantly changing markets can be next to impossible, which is why the skilled team at WealthCare is here to help. We'll work with you to draft an effective investment management strategy. Whatever you're saving for, we'll help you get that much closer to your goals. Call now to schedule a free, no-obligation consultation about your investment management needs at our office in Aiken, SC.
Services
Our services range from developing a comprehensive financial plan to offering advice about a specific area of your portfolio. Whether you are building assets for the future or seeking to protect the wealth you already have, Wealthcare Financial Planners can guide you down the road to financial freedom.
We will work with you to gather pertinent information, help you set priorities, and begin the analysis of your current financial situation. At this meeting, we take an in-depth look at your goals and objectives, financial balance sheet, cash flow projections, retirement assumptions, tax situation, current insurance coverage, the status of existing estate plans, and any other related issues.
WealthCare will work closely with you to develop customized investment portfolios based on your individual financial goals and tolerance for risk. We implement, monitor and review portfolio performance with you and rebalance portfolios based on investment results and changes in individual financial goals.
A critical element in the planning process is to embrace your financial plan and your tax plan as a "living document". But you don't have to prepare your tax returns yourself. Get expert assistance from the experienced financial planners at WealthCare. We use advanced tax preparation software to make sure you aren't missing out on money-saving deductions.
Unless your portfolio is greater than $1.5 million, you should not own individual stocks because you cannot achieve adequate diversification to protect your portfolio from erratic fluctuations. One EFT typically is comprised of 250 to 500 securities. Mutual funds normally charge 1.0% to 1.5% annually as a management fee.
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