WHO WE SERVE

Wealthcare Financial Group, Inc. Image Logo.

WHO WE ARE

ABOUT US

Wealthcare Financial Group, Inc. Image Logo.
Stewardship for Maximizing and Protecting Wealth

We offer tailored strategies for managing concentrated stock wealth for growth and risk control. Our financial, retirement & estate planning, and insurance services secure an enduring legacy. Institutions gain from employee retirement plans, investment management, fiduciary consulting, and investment policy statement formulation to ensure compliance and accountability.

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OUR SERVICES

Our Team

John R. Funderburk

Financial Advisor

David D. Collins, ChFC

Financial Advisor

Martin A. Smith, AIFA

Founder and President

Tariq A. Khan

Financial Advisor

Sean A. Chrysostom

Financial Advisor

Jack C. Rogers, CFA

Financial Advisor

ANSWERS ABOUT WEALTH

Investment Strategies for Entrepreneurs to Safeguard Their Financial Stability

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Tips, for Enhancing Pay Packages for High-Earning Staff Members

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Managing Your 401(k); Securing Progress, for Your Company

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Evaluating Your 401(k); Tips, for Lowering Costs and Maximizing Returns

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Tailored Financial Solutions for Your Business and Employees

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1 Aug

Grasping and Handling Inflation Effectively Tips, for Safeguarding and Increasing Your Finances

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Handling Market Fluctuations Wisely to Safeguard Your Investment Portfolio

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1 Aug

How to Prepare for Increasing Healthcare Costs. Protect Your Financial Stability

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Preparing for a Successful Retirement Journey; Tips to Safeguard Your Financial Future and Avoid Financial Struggles in Your Golden Years

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Handling the Financial Hurdles of Launching a Medical Practice

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Protect Your Family's Financial Future with Thoughtful Estate Planning

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Improving Your Tax Situation as an Earning Doctor

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Risk Management and Insurance Advice for Medical Professionals

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Retirement Planning Tips, for Physicians in 2024

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Mastering Budgeting and Cash Flow Management for Physicians

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Strategies, for Handling Student Loan Debt for Medical Professionals

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The Significance of Financial Planning for Doctors in 2024

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19 May

Navigating the Top 10 Concerns of Physicians and Healthcare Professionals: A Wealth Manager's Perspective

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19 May

The Economy, Markets, and Your 401(K) Portfolio, Pt. 4 of 4

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19 May

The Economy, Markets, and Your 401(K) Portfolio, Pt. 3 of 4

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19 May

The Economy, Markets, and Your 401(K) Portfolio, Pt. 2 of 4

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19 May

The Economy, Markets, and Your 401(K) Portfolio, Pt. 1 of 4

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5 May

Securing Retirement Wealth: The Role of Long Term Care Insurance

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5 May

Convert Required Minimum Distributions Into Tax Free Income

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5 May

Financial Literacy: Key to Creating and Sustaining Wealth for African Americans

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5 May

Securing Retirement Wealth: A Tailored Guide for Healthcare Professionals, High Net Worth Individuals, Businesses, Non-Profits, and Associations

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5 May

Cultivating Financial Health: Four Strategies for Empowering Long-Term Prosperity

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5 May

Understanding and Mitigating High Return Investment Risk: A Fiduciaries Approach to Financial Security

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5 May

Untold Burdens: The Alarming Impact of Rising Student Loan Rates on Black Communities

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5 May

Unlocking Wealth: Mastering the Art of Strategic Credit Management

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5 May

Streamline Your Financial Life: Organize Important Documents for Peace of Mind

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5 May

Unveiling the Art of Precision: Mastering Portfolio Risk for Maximum Returns

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5 May

Unlocking Creative Potential: How Financial Literacy Can Defeat Writer's Block

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5 May

Maximizing Retirement Savings Through Home Gardening

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4 May

Safeguarding Retirement Wealth: The Crucial Role of Cyber Security for Retirees

Safeguarding Retirement Wealth: The Crucial Role of Cyber Security for Retirees

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24 Apr

Teamwork: The Foundation of Financial Success

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24 Apr

Unlocking Retirement Security: The Power of Roth IRAs

Unlocking Retirement Security: The Power of Roth IRAs

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