(240) 482-3752 | msmith@wcfingroup.com

401k Rollover Advice and Assistant

Is offered through our partnership with Wealthcare Financial Group, Inc.™, a fee-only retirement planning and investment management firm.

Clients new to our will firm receive assistance with retirement financial planning; which also includes a free financial plan, portfolio review and a comparative investment analysis. These complimentary services comprise the core value of our wealth management and investment management solutions. To get started, we simply request that you complete our “Fact Finder”, which is a short financial planning questionnaire form.

Wealthcare Financial Planning™ is a thoughtful and disciplined process of evaluating and prudently managing someone’s financial affairs within the context of their values, needs and goals. When done correctly, retirement income planning with our proprietary Wealthcare Advisor™ provides a comprehensive web-based wealth management solution, for addressing the financial challenges that inevitably arise in every stage of life.


401k Rollover Advice

Providing, 401(K) rollover advice and retirement income planning with our Wealthcare Financial Plan™ is a solutions oriented process, not a product! 401(K) Rollover AdviceTherefore, comprehensive financial planning, through our wealth management process is fulfilled when our team of financial, tax and investment specialists applies our collective expertise to evaluate all aspects of our client’s financial situation and devise and recommend appropriate solutions.


The purpose of our values-based, comprehensive financial planning for retirement exercise helps our clients to carefully and more accurately assess the health of their current financial state, as well as to thoughtfully and realistically plan and project their future net worth and overall financial security. At Wealthcare Financial Group, Inc.™ we provide assistance with retirement income planning in order to answer very important questions that our clients have about their present and future financial situation. Done properly, Wealthcare Financial Planning™ is more than an exercise of filling out a long questionnaire about sources of income, investments, debts and expenses.


The next generation wealth management platform, powered by Wealthcare Advisor™

Providing an interactive wealth management platform for our clients, Wealthcare Advisor™ features an intuitive interface, powerful integrations and multiple financial planning options to meet your every need.

After you have inputted your encrypted login credentials, you can also manage your comprehensive wealth management & estate planning affairs from within portal, while also interacting in real-time with one of our financial advisors who can assist you with portfolio management, 401(K) rollover advice; reviewing and consolidating life insurance & annuities, retirement income planning and more! Contact us if you would like to receive complimentary access to Wealthcare Advisor™.