Our Investing Services

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.

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.

Stock Investing

Stock Investing is a way to set money aside and have it grow over time. There are many types of investing, you can be either conservative or moderate with your investments.

Investing in Bonds

Investing in bonds leads to a strong bond portfolio that can provide decent yields with a lower level of risk than equities. Meaning, that bonds are a good option for those who need to live off their investment income.

Investing in Government Securities

Investing in bonds leads to a strong bond portfolio that can provide decent yields with a lower level of risk than equities. Meaning, that bonds are a good option for those who need to live off their investment income.

Investing in Treasury Bills (T-bills)

A Treasury Bill (T-Bill) is a short-term, risk-free investment that is very safe considering it is backed by the U.S. Treasury Department. T-bills are purchased for a price less than their face value.

Investing in Real Estate

Real Estate investing is the purchase, and management, followed by the sale or rental profit that follows. There are many different factors to consider when thinking about investing in real estate. It takes a lot of research and is not the safest nor easiest way to invest your money.

Investing in Mutual Funds, Index Funds, and ETFs

1-2 sentences about the product and how Wealthcare Financial can guide you through determining if it this specific investment is right for you based on your goals.

Certificates of Deposit (CDs)

A certificate of deposit, also known as a CD, is a different type of savings account where you deposit your money into the account and agree not to make any withdrawals for a certain period. When that specific period is over, you get the money you put in originally plus the interest earned on it over time. You can usually find a more favorable rate with a Multi-Year Guaranteed Annuity.

Investing Using Stock Options

Stock Options allow you to buy a specific number of shares at a pre-set price which is known as the “strike price”. This is followed by a predetermined waiting period. Options are typically best for when you’re more experienced with investing and would consider yourself an advanced investor.

Investing in Annuities

Investing in annuities is typically considered a good way to invest for retirement. Annuities offer many benefits that an investor can choose such as guaranteed income that you will not outlive, principal protection, guaranteed death benefit, etc. Annuities are an easy and safe way to generate future retirement income.

Investing in Cryptocurrencies

Investing in crypto assets can be extremely profitable but it comes with a lot of risks. Cryptocurrency is a good investment if you are looking to gain direct exposure to the demand for digital currency.

Investing in Commodities

Investing in commodities can provide investors with diversification in many ways. Including, a hedge against inflation as well as excess positive returns. Investors may experience volatility when their investments track a single commodity or one sector of the economy. Supply and demand are two factors that affect commodity prices.

Investing in Mortgage-Backed Securities

Mortgage-backed securities can be an appropriate choice for bond investors seeking a monthly cash flow, higher yields than Treasuries, generally high credit ratings, and geographic diversification.

Real Estate Investment Trust

A Real Estate Investment Trust (REIT) is typically companies that own real estate. They provide an opportunity for someone who wants to start investing in real estate but not on a large scale.

Common Investing Questions
How does investing work and how do you get started?

Investing is an opportunity that allows you to save money in the present in hopes of reaping the benefits of that money growing in the future. However, investing also has the potential for losses.

How do you start investing in stocks?

Research. Research. Research.

What is investing in real estate and how do you get started?

Investing in real estate is a great way to diversify your investment portfolio. There are many different types of ways to invest in real estate. Picking the one for you is a personal preference. For example, you may invest in REITS, DST’s, rental properties, flipping properties, or even just start by renting out a single room.

What is ESG investing & what are ESG stocks?

ESG investing is a form of investing that is very much sustainable. Considering environmental, social and governance factors to determine an investment’s financial returns as well as its overall impact. The most popular of these is Microsoft (MSFT).

What is value investing?

Value investing is known as buying stocks in hopes of then trading them at a significant discount to their intrinsic value.

What is ETF investing?

An Exchange-traded fund (ETF) is a type of investment fund and exchange traded project that is traded on stock exchanges. ETFs are typically ideal for investors who are just starting out. This is because of the many benefits they offer including, low expense ratios, diversification, and low investment threshold.

Where to invest in Florida real estate?

Florida is one of the best states to invest in real estate and that’s not a surprise due to the multitude of benefits it provides. It is also a tax-friendly state which is a pro for anyone planning to buy property as an investment.

Investing Guides and News

The best way to a positive financial future is through knowledge. At Wealthcare Financial we strive to educate our clients. Below are some resources our team has put together to help you better understand your investing options.

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Monday – Friday8:30am – 6:00pm