Wealth Planning

Our team will work closely with you to design a comprehensive plan based on your individual goals and concerns. This plan will be the basis for any specific recommendations for all areas of your financial life. We provide regular reviews to make sure your plan stays up-to-date and your plan is always accessible to you online.

Pursuing financial security comes in many forms. It can mean ensuring you don’t outlive your wealth, safeguarding funds for your children’s education, or protecting your estate for future generations. In order to meet your various goals, WealthCare Partners provides complimentary focused planning.  The first step is helping you define your Family Index Number. This highly personalized measurement identifies the rate of return necessary for pursuing your goals and objectives.

Calculating your Family Index Number begins with developing your personal investor profile, analyzing your present financial situation, and performing a stress test on your portfolio. During this comprehensive process, we also provide personalized cash-flow based planning, risk management planning and Social Security analysis.

Once we’ve complied this data, our team uses your Family Index Number to recommend, implement and monitor strategies that reflect your goals. Over time, we’ll review factors that play a significant role in your financial picture, such as lifestyle preferences, healthcare needs, and inflation to keep you on track. Knowing this number gives you an easy benchmark to gauge performance and know you are on pace to reach your desired goals.