Martin A. Smith, RPS®, CRPC®, AIF®, AIFA®
President, Managing Director | Bio | www.about.me/smithmartina
Through our team approach we provide fee-only financial planning, retirement planning and portfolio management services, for business owners and families throughout the United States.
As a retirement planning and investment advisory firm, Wealthcare Financial Group, Inc. have formed a strategic alliance with tax & accounting, legal and insurance professionals whose background and expertise is essential to helping us serve the comprehensive financial planning, retirement and portfolio management needs of our clients.
An Alliance of Professionals
- Certified Public Accountant (CPA): Income tax preparation & accounting services
- Private Healthcare Insurance Consultant: Health insurance & wellness
- Legal Services: Estate planning & family legal services
We offer the following services to our clients:
Wealthcare Financial Group, Incorporated is a fee-only retirement planning and portfolio management solutions firm. We are a principles centered firm that is committed to helping business owners and individuals with their financial planning and portfolio management needs.
By educating our clients through the financial planning process, we strive to help our clients achieve the optimum alignment between their wealth, and their values, needs and goals. Growing and preserving wealth is hardly a matter of luck. To succeed in this endeavor requires dedication to a core set of principles such as diligence, prudence and fiduciary responsibility, to name a few.
Through our affiliation with the Centre for Fiduciary Excellence (CEFEX), we affirm our ongoing commitment to adhere to the highest global standards, principles and practices of what it means to be a “Fiduciary”; and ensuring that our firm conforms to the highest standard of fiduciary excellence, as retirement planning and portfolio management professionals.