Financial Planning or Wealth Management?
Do you know the difference between Financial Planning and Wealth Management? At Wealthcare Financial Group, Inc. we offer both service models..
Financial Planning is a thoughtful and disciplined process of prudently managing someone’s financial affairs within the context of their values, needs and goals. When done correctly, financial planning provides a comprehensively written “How To” plan, for addressing the financial challenges that inevitably arise in every stage of life. Therefore, financial planning is a solutions oriented process, not a product!
Wealth Management is a coordinated process, led by a credentialed financial professional who is responsible for bringing together a team of carefully selected experts, each with a high level of knowledge and skill in key areas of personal finance.
The wealth management process is fulfilled when the chosen team of specialists applies its expertise to evaluate all aspects of the client’s financial situation and devise and implement appropriate solutions.
|The Steps That We Take to Develop a
Sound Financial Plan for Our Clients:
|Services that We Provide To our Clients:|