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Our Process

No hurry.  No hassle.  No pressure.

When planning your financial future, the last thing you want to do is to make a hasty investment decision. A bad financial decision can cost you money and undermine your life path as you follow your vision.  It can be difficult and expensive to get out of certain investments and get back on track with your money.

At WealthCare Investments & Insurance, we want to take the time to do things the right way for you. Your life vision is unique to you and no one else.  Your current financial situation is not the same as that of the next person.

Our financial planning process is methodical and comprehensive.  We will take the time to properly analyze your current financial situation and consider possible future scenarios so that we can know that we are recommending investments that are designed to accomplish your vision and are in your best interest.

Trusting one another is important. As we journey together through our process, we hope to build a strong and lasting relationship with you.  When you make a financial or investment decision with us, we want you to feel comfortable and confident that you made a good decision and that we will be there to help your family and you as you travel the path of your life vision.

Invest with purpose.