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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

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.

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.

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."