Financial Planning Services

Financial Reviews

Our Financial Planning Services

Wealthcare Financial offers a variety of financial planning services, we are able to identify the best services that fit your financial needs and provide you with short and long-term success.

You cannot create a one-size-fits-all financial plan and expect it to be successful. Everyone is different and has different resources and challenges.

We will work with you on an individual level to identify the best ways to set and reach your financial goals with the use of several financial services including:

Financial Planning Services

You are finally making good money, but you want to make sure that you are smart with it. We can identify how to lower your debt, save for the future and invest wisely to help you generate additional income that you can utilize now.


As you look for creative ways to expand your portfolio, we identify low-risk, solid-reward options that will help you see long-term results. Areas we specialize in include common stocks, bonds, government securities, treasury bills and more.


Have questions or need assistance setting up a 401(k), 403(b) or an IRA? We have utilized these services for years and setup our clients with the ideal option that fits their retirement goals.

Insurance Assistance

Whether it’s life insurance, disability income or long-term-care insurance, we can provide you with feasible options that will provide security for your family.

Financial Planning & Fee Schedule
Portfolio ValueFee
$0 – $1,000,0001.50%
$1,000,000 – $2,000,0001.25%
$2,000,000 – $3,000,0001.00%
$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. 

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Let Us Create Your Custom Financial Strategy Today

Schedule a complimentary review with one of our financial advisors and we will show you the best path to financial success.


Monday – Friday8:30am – 6:00pm


Monday – Friday8:30am – 6:00pm