Testimonials

L. Beck

 

“Thirty three years ago, my husband and I were fortunate to meet Steve Ford. It was one of the best things to happen to us as small business owners. He helped us plan and save for retirement, and now I am able to comfortably travel and enjoy life with friends and family. The entire staff at Wealthcare Partners is extremely helpful and knowledgeable. They are friendly and provide top notch service every time. I fully trust them with all of my financial needs. I’m excited to see Eric and the team continue this excellent service into the future.”

L. Kiewitt

 

“It is with my utmost and sincerest respect, and gratitude, that I offer this declaration of and testimonial to the excellence of Eric and the entire WealthCare Advisory Team.

I have come to understand how crucial, essential, it was, is and shall always be for me to have total faith, trust and confidence in my Financial Advisor/Team, and Eric, and every wonderful Team member, has surpassed my expectations and gone above and beyond all that have prayed and hoped for, Alleluia.

Also ‘vital’ to be heard … from my first ‘Divine Appointment’, every year, whether in-person appointment or email, and especially in this recent season of overwhelming stressful transition in my life (moving, car issue..), I have truly been made to feel that I am valued and cared for as a ‘person’, as well as ‘client’, which has meant everything and more to me than I can express and has further confirmed the ‘vital’ to be heard is above being met .. when ‘time has been of the essence’, Eric and everyone expeditiously ‘move mountains’ and provide support and assurance.

It is an absolute and glorious blessing, and of tremendous relief, to know that God has Divinely placed me, and my finances, in the care of your exceptional, devoted and accomplished Financial Advisory Group and I hereby fully, assuredly and unequivocally praise and recommend your expertise and the ‘Financial Advisory’ arena.

With my kindest regards, thank you immensely, always.”

D. Sutton

 

“Working with the Wealthcare team has been an outstanding experience. From the very beginning, they took the time to truly understand our goals, concerns, and long-term vision. Their ability to explain financial concepts in a clear and approachable way gave us complete confidence in the decisions we made together. We appreciate the genuine care and commitment to go above and beyond to ensure we always feel supported.”

I. and G. Randolph

 

“We have been with Wealthcare for many years after a recommendation from our tax advisor. It was one of the best decisions we’ve made.

Wealthcare has been a tremendous partner assisting us with planning and meeting all our life’s financial goals such as retirement planning, education fund planning, investment management and estate matters. Financial planning for us can be intimidating and we appreciate how Wealthcare is patient with us, explaining our financial plans and options, to ensure we have confidence and peace of mind.

Their personalized approach to how they communicate with us and understand our family’s needs enhances the trust and security we have in them to secure our financial future.”

D. and C. Talley

 

“My wife and I choose to work with WealthCare Partners because of a very long history of working with Steve Ford, the founder of WealthCare Partners. Steve was our CPA who also helped us plan for retirement starting back in 1980, so it was natural for us to continue working with him when he started WealthCare Partners. We trusted Steve and knew he was a person of integrity. We’ve known several of the other staff for a long, long time – including Eric Ford – and trust them as well. As new staff have come onboard, we’ve been impressed with their ability and expertise. So, trust was the original motivating factor for working with WealthCare Partners.

My wife and I retired in 2023. In addition to growing our retirement investments during our working years, we have also found WealthCare Partners to be immensely capable in helping us develop a retirement financial plan which we review annually. We feel confident and secure in this plan, as well as the various services they provide. WealthCare Partners have helped us take the guess work out of retirement and allowed us to enjoy this season with a sense of financial confidence.”