Fee-Only Financial Planning and Portfolio Management Services – Berkeley, CA

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Fee-Only Financial Planning and Portfolio Management Services – Palm Springs, CA.

Wealthcare Financial Group, Inc. offers fee-only financial planning and portfolio management to business owners and individuals in Palm Springs, CA.

We offer the following services to our clients:

Wealthcare Financial Group, Incorporated is a fee-only financial 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.

As a firm, Wealthcare Financial Group, Incorporated serves the business owners and residents in the Palm Springs, California as a Retirement Planning Advisor, Retirement Plans Specialist and Portfolio Manager.

Fee-Only Financial PlanningLeadership

Through our team approach we provide comprehensive financial, retirement planning and investment management solutions to ensure the financial well-being of our clients.
As a retirement planning and investment advisory firm, Wealthcare Financial Group, Inc. have formed a strategic alliance with both institutional investment firms, as well as other financial professionals whose background and expertise is essential to helping us serve the comprehensive needs of our clients, through each stage of the financial planning lifecycle.

Martin A. Smith, RPS®, CRPC®, AIFA® President | Bio | www.about.me/smithmartina

An Alliance of Professionals

  1. Certified Public Accountant (CPA): Income tax preparation & accounting services
  2. Private Healthcare Insurance Consultant: Health insurance & wellness
  3. Legal Services: Estate planning & family legal services

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.

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