Wealthkare Financial Planning and Management – Financial Planner
Download your complimentary eBook
The 13 Most OVERLOOKED Opportunities to MAXIMIZE Your Lifetime Retirement Benefits
TAX Planning is one of the key pillars of financial planning, yet it is typically ignored or overlooked during most retirement planning conversations. The crown jewel of the Get MORE Retirement® process is the inclusion of TAX Management strategies as part of our personalized comprehensive retirement plans design.
American’s now facing the combined threat of increased market volatility and higher future tax rates which could significantly reduce their available retirement benefits. With the massive subsidies and increases to our national debt, the government now warns of higher taxes for many Americans. These additional burdens demand a higher level of planning and management for your retirement wealth and to provide for your future financial security!
The WealthKare Team of advisors is trained to create uniquely designed plans for our clients using the Get MORE Retirement® process. For consumers who want to MAXIMIZE their lifetime retirement benefits, we utilize the powerful benefit of TAX Planning to create our TAX FREDOM™ solutions… [Read more]
Get MORE Retirement®
In The Media
Contact Wealthkare Financial Planning and Management – Financial Planner
Get MORE From Your 401(k)
We wrote the BOOK on MAXIMIZING Your Retirement Benefits…
Wealthy Americans manage their money differently and take advantage of multiple opportunities that are often overlooked or ignored by most people. The program includes the revolutionary TAX FREEDOM™ Distribution Strategy to help you wrestle control of your family’s financial future from the clutches of our government’s escalating tax rates
Connect with Our Team
From Our Founder
Bruce J Smith III
Since 1997, our team of professional advisors have been imagining, creating, and evolving a process to help open the opportunity for advanced planning to almost everyone! We have leveraged the best available technologies along with our knowledge and experience from working with high net-worth individuals to create a much more efficient and cost effective platform for your retirement planning! Our unique Get MORE Retirement® program provides an opportunity for consumers to upgrade and transform their Traditional Retirement Investment Planning to the higher-level benefits possible with a custom designed Wealth Management Retirement Program.
See if We're a Good Fit for You
All of our services start with a complimentary consult