Wealthcare Financial is a Florida-based financial advisory firm that works with various clients in Boca Raton and the greater South Florida area. Our wealth management team has over 25 years of experience in portfolio management.
Our office in Boca Raton, Florida is located right at 5301 N Federal Highway, Suite 170 Boca Raton, FL 33487.
Wealth Management and Financial Planning From Experienced Wealth Advisors
At WealthCare Financial, we don’t believe in a “cookie-cutter” approach when building your investment strategy. Unfortunately, advisors on Wall Street want you to believe in the one size fits all strategy. Depending on where you are in your financial life, our registered investment advisors will recommend the proper asset allocation that fits your financial goals.
Our Financial Advisors’ Number One Priority Is Your Fiduciary Future
Finding a financial advisor who will work in your best interest is important. As fiduciaries, we focus on making sure that our clients are educated and understand how their financial plans will work in their best interest.
Financial Planning Services We Offer in Boca Raton, Florida
At WealthCare Financial, we provide a financial and retirement roadmap, so that you can have a clearer understanding of where you stand today and what you need to do to reach your future financial goals. This financial planning process goes over investment management, risk management, estate planning, and how taxes may impact your portfolio.
Retirement Planning
Do you plan on staying in Boca Raton when you retire or move away? There are many important factors to consider when planning for retirement.
Whether you’re a young professional or a pre-retiree it’s important that you have a comprehensive financial plan. At WealthCare financial, we build these plans based on your financial goals and update these plans on an annual basis or as life-changing events happen. Having a plan will ensure that you’re making the right decisions for your financial house.
Estate Planning
Have you thought about what happens to your assets when you’re gone? Having an estate plan will potentially avoid high legal costs and you will have peace of mind in knowing who your assets will be left with. We believe this is an important component in an individual’s financial plan which is why we provide complimentary legal advice from our in-house attorney.
Investment Management
It’s important to have professional asset management. Our registered investment advisers focus on specified investment goals, striving to outperform the market for the benefit of you the investor.
Tax Planning
Do you and your advisor talk about taxes regularly? If not, it’s time to get a second opinion! Taxes have a huge impact on an investor’s portfolio and finding a way for tax loss harvesting should be done on an annual basis with your CPA and financial advisor.
Financial services for business owners in Boca Raton
We help small business owners plan their financial futures through personalized asset management strategies that will help their investments grow.
For years business owners from Boca Raton to Miami have trusted us with their personal financial plans and helped them set up employee benefits. Business owners know that by working with WealthCare Financial they will have their retirement plans and employee benefits streamlined so that they can focus on their business while we work on what we do best!
Other Financial Services We Offer
Besides offering investment advisory services for wealth management we also focus on risk management. In this case, we will review insurance products such as annuities that have principal protection during down markets while still taking advantage of some market growth. It is important to know that annuities are NOT for everyone which is why we carefully analyze all the advantages and disadvantages that are offered.
At WealthCare Financial we build relationships with our clients. We don’t just provide you with a phone number to call, but more importantly, a relationship where you can trust that we will always act in your best interest.
Our Clients Trust Our Financial Advisors
Wealthcare’s financial advisors have a fiduciary duty to provide clients with transparency in all phases of the relationship. In all cases, our financial advisors will share disclosures, FINRA, and member SIPC information.
A big part of financial success is trust in your financial advisor. Our clients trust us, here are some of our reviews from Google.
“Highly recommend Wealthcare Financial, very happy with their services. 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 from 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
“I have been working with Shaun Tarzy & Michael Boggiano in WealthCare Financial for almost a year. Managing personal finance while working in a busy job can always be stressful. It is a great relief to find someone knowledgeable and trustworthy who can help you. Both Shaun & Michael are very professional with solid work ethics. I value their advice, and strongly recommend them to anyone who is looking to grow their financial base.”DR. MAYANK ROY
Common Questions We Get About Financial Planning
How much does it cost to talk to a financial advisor?
WealthCare Financial advisors offer a free no-obligation consultation. We appreciate individuals who take the time to learn about how we can be a benefit to them. The first meeting is an interview between the advisor and the client. The client should feel comfortable working with their advisor as the advisor should be comfortable working with the client.
How much does it cost to see an independent financial advisor?
All WealthCare advisors are independent financial advisors to bring you a non-biased opinion for your investments and we never charge for an initial consultation.
How much does it cost to see a financial advisor in a group setting?
Seeing a financial advisor in a group setting may cost you money. Group settings are typically designed as a workshop. Since everyone’s situation and needs are different we don’t typically recommend a group setting. Sitting down one on one with an advisor will not only save you time but help determine what your specific financial goals and needs are.
Financial Planning & Fee Schedule
| Portfolio Value | Fee |
| $0 – $1,000,000 | 1.50% |
| $1,000,000 – $2,000,000 | 1.25% |
| $2,000,000 – $3,000,000 | 1.00% |
| $3,000,000 + | ≤ 0.75% |
Other Financial Planning Fees
On average a financial plan will take approximately 5 – 15 hours at $300/hour
Investment Plan: approximately 1-4 hours at $300/hour.
Solo 401(k): Initial cost $1,500 with an ongoing annual fee of $199/year.
Financial Planning Retainer: $199/month – $495/month depending on the complexity of the plan.