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  • Home
  • About Us
    • Meet Our Team
    • Wealthcare in the News
    • Clients Reviews
  • Financial Planning Services
    • Investing
    • Insurance
    • Retirement
  • For Physicians
    • Retirement Strategies for Physicians
    • Specialty Specific Disability Insurance
    • Life Insurance for Physicians
  • Get A Quote
    • Start A Risk Analysis
    • Disability Insurance Quote
    • Life Insurance Quote
  • Visit Us
    • Contact Us
    • Boca Raton, Florida
    • Fort Lauderdale, Florida
    • Tampa, Florida
  • Resources
    • Account Look Up
    • Financial Advice Guides

Find Your Path to Financial Freedom

We create custom financial plans for people from all walks — from the sophisticated woman and retired couple to the working Medical Professional— because everyone deserves the retirement they’ve always envisioned.

DISABILITY INSURANCE | LIFE INSURANCE| RETIREMENT PLANNING | INVESTING

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Our Financial Advisors Lead The Industry

We have shared our expertise in a variety of publications:

How Wealthcare Financial Helps Our Clients

Our experienced team of financial experts will help you to identify the areas where you can benefit the most from our services. We design a custom strategy that allows us to work together to reach your financial goals and have long-term peace of mind. At Wealthcare Financial, we focus on you as an individual. We believe each person regardless of career, age, or living situtation, is in need of a custom financial strategy that fits their strengths and addresses their needs.

Speak with an advisor today


Our Financial Planning Services

Our experienced team of financial experts will help you to identify the areas of service that will benefit your current situation and how we can grow and evolve it.

Investing

Areas we specialize in include common stocks, bonds, government securities, structured notes, real estate, DST's, ETFs and more.

Retirement Planning

Have questions or need assistance setting up a 401(k), 403(b) or an IRA? We have utilized these services for years.

Financial Planning

We can identify how to lower your debt, save for the future and invest wisely to help you generate additional income.

Specialty Disability Insurance

Our team of experts will provide expert insurance assistance so you can navigate the complexities of specialty specific disability insurance.

Life Insurance for Physicians

As a physician, whether a rheumatologist, surgeon, or dentist, life insurance can be a very good way to ensure their family is left with something tangible.

Tax Planning

How do you generate income? Do you own your own business? Your tax situation will have a great influence on how you invest and save money.


Top Disability Providers

What Our Clients Say

"...I have been working with Shaun and Mike for about 3 years now after being recommended to them by a friend. They have been helping me with my financial planning since graduating residency. Great guys, trustworthy and knowledgeable. Easily accessible and quickly answer financial questions I have. They coordinate with my CPA to help make the best decisions for me. I always feel they have my best interest in mind. I am very grateful to have these guys on my team and I am in a much better position now than I was 3 years ago."

- Dr. David Traficante, MD

Read More Testimonials


Our clients are located at prestigious institutions all over the country.

Meet The Wealthcare Financial Team

We invest in our staff so you get highest quality of service. Meet our leaders.

Michael BoggianoManaging Partner

Shaun TarzyManaging Partner

Karl HooverPartner

Jaren Kiser, CFP®

Jaren Kiser, CFP®VP - Financial Planning (AlphaStar Capital Management)

Shezad Contractor RICP®, APMA®Financial Planning Specialist

Ed Boggiano MBA, CLTCDirector of Life Insurance

Wes Tanner

Wes TannerDirector of Annuities

Hillary Kessler, ESQ, MBA, MSF

Hillary Kessler, ESQ, MBA, MSFFinancial Planner

Let Us Show You The Path To Financial Success

Schedule a no obligation meeting with one of our advisors to discuss your current financial situation and how our services can improve it.
Schedule a complimentary review


5301 N Federal Highway, Suite 170 Boca Raton, FL 33487

561-705-2005 | Monday - Friday 8:30am - 6:00pm

We offer financial advisory services in: Orlando, FL Jacksonville, FL Naples, FL Melbourne, FL

Wealthcare Financial Copyright © 2023 | info@askwealthcare.com

Disclaimer: Investment advisory and financial planning services are offered through Alphastar Capital Management LLC (“Alphastar”), a SEC registered investment adviser. WealthCare Financial and Alphastar Capital Management, LLC are separate and independent entities. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. WealthCare Financial offers insurance products through individuals licensed to sell insurance. Comments regarding guaranteed returns or income streams refer only to fixed insurance products offered by WealthCare Financial and, unless specifically stated, do not refer in any way to securities or investment advisory products offered by Alphastar. Fixed insurance and annuity product guarantees are subject to the claims paying ability of the issuing company and are not offered or guaranteed by Alphastar.