WealthCare Financial is a Florida-based financial advisory firm with 25 years of experience as a financial planning firm that has worked with a variety of clients from the Orlando area, Winter Park, Maitland, as well as most of central Florida including Tampa and Melbourne.
Our staff includes a team of 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.
Dedicated Fiduciary Advisors Who Create A Personalized Financial Plan
Our experienced team of fiduciaries will help you identify the areas of service that will benefit your current situation as well as dive in to see how we can grow and evolve it by giving you the best investment advisory. As a fiduciary and member SIPC/FINRA, our team of financial advisors have a legal requirement to work in the consumer’s best interest. Our non-biased approach will help you achieve your financial goals.
Financial Planning Services We Offer In Orlando, Florida
Retirement Planning
To begin, find a financial advisor that you feel comfortable doing business with. Throughout the financial planning process, you should put together a list of financial goals as well as review your current cash flow. Do you plan on staying in Orlando when you retire or move away? Retirement planning is a lifelong process that will help you with saving, asset management, reviewing the latest social security benefits, and distribution over the course of your retirement. Combining all of these resources will lead to financial freedom.
Estate Planning in Orlando
Estate planning is the process by which an individual or family arranges the transfer of assets in anticipation of death. This is a crucial part of a good investment strategy. Our wealth advisors take this into account when conducting your portfolio management process. If you have not begun this process there is no better time to start than now. There is a plentiful amount of investment advisory services that can benefit your financial situation.
Investment Management in Orlando
Our investment advisors will help you with your investment planning allowing you to grow your investment portfolios to meet your financial goals. As you look for different ways to broaden your portfolio, our certified investment advisors will help you identify a proper asset allocation that fits your specific risk tolerance. Regardless if you’re a conservative investor or a risk-taker we will develop a custom investment strategy that is the best fit for you.
Tax Planning in Florida
Are taxes constantly on your mind? We help our clients create a tax efficient portfolio by creating the proper asset allocation within each individual’s custom investment strategy. Depending upon your current income it may be beneficial for you to invest money in a tax efficient area where you can withdraw money tax-free in the future. Utilizing the right investment advisory services will help reduce taxes by minimizing taxable gains and maximizing taxable losses in order to decrease your overall taxes. Tax planning is something that is always recommended to be implemented within your financial plan.
Educational Planning
Education planning is an important piece of the puzzle when putting together your financial road map. This allows you to possess the important skills that are necessary when making any type of financial decision.
Financial services for business owners in Orlando
We help business owners plan their financial future as well as help with other financial needs such as risk management. Our goal is to give our small business clients peace of mind. Our team of financial advisors specializes in putting together investment strategies for business owners.
This process is essential for those who own their own business as time may not be as plentiful. We will begin by reviewing risk mitigation through insurance products and then conducting a cash flow analysis that allows us to dig deeper into tax planning, disclosures, estate planning, and overall wealth management for what best suits your needs.
Other Financial Advisory Services
Besides specializing in investment management, tax planning and estate planning our financial advisors also have expertise in other key areas such as Life Insurance planning, 401(k) rollovers, healthcare, portfolio management, and student loan planning are all included in the conversation of financial planning. Our wealth advisors take a thorough approach to determine the best solutions for each individual.
Common Questions We Get About Our Financial Planning Services
How much does it cost to see a financial advisor in Orlando?
The average cost to see a financial advisor in the Orlando area to receive a full Financial plan ranges from $325 to $2,500. Clients pay an hourly rate to a wealth management firm
How much money should you have for a financial advisor?
There is no said amount of money or rule of thumb for when you need a financial advisor. However, it is a good time to look into it when you have a lump sump of money sitting somewhere and are unsure what to do with it. However, there is basic details listed here, 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.
How does a financial advisor help you?
A financial advisor will help you understand the benefits of financial and retirement planning. After gathering information they create a comprehensive plan that can include, investment planning, risk management, cash flow analysis, and other determining factors based on your overall financial needs.
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.
How much money can a financial advisor give you?
There is no definitive number that is guaranteed but a certified financial planner‘s main goal is to guide you through your financial future and help grow your net worth at the end of the day. Although a financial advisor with high rankings is more likely to efficiently aid your financial situation. Any resource consulting group puts their client‘s interest first.