Wealthcare Financial is a Florida-based financial advisory firm that works with various clients in the Jacksonville area and St. Augustine. We have 25 years of experience as financial advisors.
Our staff consists of financial advisors, certified financial planners (CFP), CPAs, and other financial professionals. This assures we provide quality financial advice that helps you feel safe about your financial future. We do wealth management right.
Our wealth management group has a wide array of strategies that include, financial planning, retirement planning, investment management, and other advisory services. Understanding your net worth will help determine proper asset allocation in order to create an investment plan customizable for your financial future. Whether you are a business owner, surgeon, dentist, or any other type of professional, our certified financial planners and financial advisors can assist you in accessing the appropriate retirement strategies for YOU.
Our financial advisory team will become part of your financial life. Wealthcare’s experienced team of fiduciaries will help you to identify the areas of service that will benefit your current situation and how we can grow and evolve it. As fiduciaries, our team of financial advisors has a legal requirement to work in the consumer’s best interest. Having a non-biased approach will help you achieve your financial goals.
Do you plan on staying in Jacksonville when you retire or moving away? There are many important factors to consider when planning for retirement.
To start, find a financial advisor you feel comfortable working with. During the financial planning or retirement planning process you should put together a list of financial goals and review your current cash flow.
Retirement planning is a lifelong process that will help you with saving, asset management, and distribution in retirement. So, whether you want to stay in Jacksonville or have a beach house in St. Augustine a financial plan can help you accomplish those goals.
Have you thought about how you want your assets and possessions to be handled? Estate planning is the process by which an individual or family arranges the transfer of assets in anticipation of death. In most cases, we provided a referral to our in-house estate planning attorney. If you have not begun this process there is no better time to start life planning than now.
As you look for creative ways to expand your portfolio, our registered investment advisors identify a proper asset allocation that fits your risk tolerance.
Whether you’re a conservative investor or a risk-taker we will help you put together an investment strategy utilizing low-cost ETF’s that will help you see long-term results. ETF’s or exchange-traded funds are part of the investment strategy, but will only make up a portion of your asset allocation.
Do you talk to your investment adviser regularly about taxes? We help our clients create a tax-efficient portfolio by having the proper asset allocation within the investment strategy. Depending upon your income today it may be beneficial for you to invest money in a tax-efficient area where you can pull money out tax-free in the future.
Having the right investment adviser will help reduce taxes by minimizing taxable gains and maximizing taxable losses in order to reduce your overall taxes. Tax planning is always recommended to be implemented within your financial plan.
We help business owners plan their financial futures through personalized wealth management that will help your investment grow.
Working with business owners in Jacksonville we know how important cash flow is to the business. We understand that healthcare takes a toll on your monthly cash flow and with the right strategies you can reduce that burden. Whether you’re the only employee of the business or have over 50 employees we can help implement tax-efficient plans for you and your business. We are trusted by small business owners all over Florida.
We offer a variety of financial planning services:
Besides specializing in investment management, tax planning and estate planning our financial advisors cover other key areas during the financial planning process.
Life Insurance Planning, 401(k) rollovers, mutual funds, healthcare, portfolio management, and student loan planning are sometimes included in the conversation.
Our financial advisors take a comprehensive approach to determine the right solutions for each individual.
Wealthcare Financial treats its client like family. In most cases, we help coordinate each individual’s financial household by understanding their specific goals personally and professionally.
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
As financial advisors, we find solutions for our clients by guiding them through complex financial situations. Whether you’re in the first few years of your career or retiring we provide financial advice that will help navigate you through your specific situation.
Initial consolations are always free at WealthCare Financial! Depending on the complexity of your situation will determine the cost of the financial advisor. On average a financial plan will take approximately 5 – 15 hours at $300/hour. While a retainer is $199/month – $495/month depending on the complexity of the plan.
|$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%|
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.
Everyone’s situation is different but paying a financial advisor to help with financial planning, retirement planning or wealth management can only help you. However, it is very important that you understand what you’re paying for. Just like you would pay an attorney for their time, paying an advisor will allow for a non-biased approach to your financial needs. Consider a wealth advisor that you can trust before moving forward.
The first thing to look for when choosing a financial advisor is to review all disclosures from their broker-dealer, SIPC, and member FINRA. The next most important thing is to verify this advisor is in for a long-term relationship rather than a short-term relationship with their clients. Lastly, don’t limit your search to advisors just located on Belfort Road, expand your search in order to find the advisor who is right for you.