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Resources

By WealthCare

Your Retirement Income Planning Checklist

Retirement Readiness Checklist

Will a Recession Rob Your Retirement?

Will You Have Enough Income in Retirement?

The Value of an Objective Opinion

The Social Security Decisions

What to Do in a Down Market

Are Your Paying Too Much in Taxes in Retirement?


Whitepapers

The Mountain Approach Whitepaper

Will Your Money Last As Long As You Do?

3 Things to Do Right Now During a Market Downturn

Checklist Challenge


Company Brochure

WealthCare Mission Brochure

Creating an Investment Strategy Consistent With Our Clients’ Goals

Are You a Dave Ramsey Fan?

Make an investing plan with a SmartVestor Pro. You can trust WealthCare Investments & Insurance to take care of you and your investment.

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About Us

WealthCare Investments & Insurance, LLC is a client-focused firm. We have been able to make a difference in many peoples’ lives that we would never have met if it wasn’t for our clients who support and advocate us. For this reason, we choose to invest our time and resources back into our clients.

Contact Us

6603 River Road
Prospect KY 40059

E: info@wealthcareinvest.com
P: 502-410-3465

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WealthCare Investment & Insurance is located at 6603 River Road, Prospect, KY 40059. Securities offered through American Equity Investment Corporation (AEIC), member FINRA & SIPC Advisory services offered through American Capital Management (ACM). AEIC and ACM are located at 4222 Grant Line Road, New Albany, IN 47150. All other products and services offered through WealthCare Investments & Insurance.

© 2023 WealthCare Investments & Insurance, LLC All rights reserved.