• Discovery of values and goals
• Gathering of personal and financial data with strict confidentiality and privacy.
• Presentation and Discussion of a comprehensive financial plan-a "road map" to help achieve your goals in life with a minimum of risk.
• Implementation of the process
• Regular ongoing Monitoring and modification of the plan based on current conditions and information.
• Regular Access for questions, comments, concerns about anything important to you!

At Wealth Care LLC, we want to be your trusted advisor, and to help empower you to reach your dreams and achieve your goals.  We sell no products, make no commissions and work only for you, the client. As an independent advisory service, there are no conflicts of interest in the investment advice we provide to our clients.  In general, families and individuals with 1 million dollars in assets or more are typical clients, but in certain conditions Wealth Care LLC will provide ongoing planning and advice for a minimum annual fee of $5000.