Advisory Disclosure Documents

Form-ADV-Part-2A

WealthKare Privacy Policy 12.02.20

COPYRIGHT ©2021 WEALTHKARE.COM, INC. ALL RIGHTS RESERVED | FEE-BASED FINANCIAL PLANNING AND INVESTMENT ADVISORY SERVICES ARE OFFERED BY WEALTHKARE.COM, INC. A REGISTERED INVESTMENT ADVISOR DOMICILED IN PENNSYLVANIA. INSURANCE RELATED CONSULTING, PRODUCTS AND SERVICES ARE OFFERED THROUGH AMERICAN ASSETS FINANCIAL CORP. & RIA WEALTH SOLUTIONS LLC. WEALTHKARE.COM, INC., RIA WEALTH SOLUTIONS LLC, AND AMERICAN ASSETS FINANCIAL CORP. ARE AFFILIATED COMPANIES. THE USE OF THE TERM “TAX-FREE” IS LIMITED TO THE FEDERAL INCOME TAX TREATMENT OF CERTAIN ASSETS OR PLANNING STRATEGIES. IT DOES NOT INCLUDE EXPOSURES TO STATE, LOCAL, OR SPECIALIZED TAXES. THE IMPACT OF TAXES IS UNIQUE TO THE FINANCIAL SITUATION FOR EACH INDIVIDUAL OR FAMILY AND SHOULD BE CONSIDERED BEFORE ENGAGING IN ANY TRANSACTION. GET MORE RETIREMENT, LLC. PROVIDES FINANCIAL EDUCATION AND SOFTWARE SERVICES FOR CONSUMERS AND PROFESSIONAL FINANCIAL FIRMS. THE WEALTHKARE INVESTMENT CENTER IS A LICENSED USER OF THESE EDUCATIONAL PROGRAMS. THE WEALTHKARE INVESTMENT CENTER AND BRUCE SMITH ARE NOT AFFILIATED WITH OR ENDORSED BY THE SOCIAL SECURITY ADMINISTRATION OR ANY OTHER GOVERNMENT AGENCY. THIS CONTENT IS FOR INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE USED TO MAKE ANY FINANCIAL DECISIONS. UNAUTHORIZED USE OF THE MATERIAL IS PROHIBITED.

Advisory Disclosure Documents

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