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Financial Planning | Retirement Planning | Investment Management

Who We Serve

Financial Planning

We serve the financial & retirement planning and investment advisory needs of families and business owners.

What We Do

Financial Planning

We prepare written financial, retirement and estate plans and design asset class diversified investment portfolios.

How We Work

Financial Planning

We offer a free written financial plan, including a portfolio review and comparative investment analysis.

Financial Planning

Martin A. Smith, President, Wealth Management Advisor

Providing Trusted Advice From Professional Advisors:

Wealthcare Financial Group, Inc. is a retirement planning and investment advisory firm. We provide values-based financial planning, retirement planning and investment advice; the focus of which is centered upon the core values, needs and goals of our clients, the families and businesses that we are privileged to serve.

Wealthcare Financial Group, Inc. is fee-only, we are independent and we are proud to be affiliated with one of the country’s largest independent broker/dealers, Fort Lauderdale, Florida based Kovack Securities, Inc. and Kovack Advisors.

The wealth managment and investment advisory professionals at Wealthcare Financial Group, Inc. have access to wide variety of resources including, advanced estate planning strategies and charitable gifting, structured investing, equity research, alternative investment strategies, separately managed accounts, including asset management capabilities through institutional custodians such as Fidelity Investments, TD Ameritrade and Genworth Financial Wealth Management.

Our services are categorized according to the concerns and needs that business owners and families are facing:

Subscribe to our free Wealthcare eNewsletter and educational videos. Visit our Blog at: www.answersaboutwealth.com for up to date information about wealth management, retirement planning, portfolio management & investments, estate planning, comprehensive financial planning and more!

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