WealthCare Financial Group, Inc.

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Introduction

Stewardship for Maximizing and Protecting Wealth Wealthcare Financial Group, Inc. is a wealth management and investment advisory firm. We offer tailored strategies for managing concentrated stock wealth for growth and risk control. Our financial, retirement & estate planning and insurance services secure an enduring legacy. Institutions gain from employee retirement plans, investment management, fiduciary consulting, and investment policy statement formulation to ensure compliance and accountability. We offer the following services: 1. Financial and retirement planning 2. Portfolio Management 3. Investment Management and Fiduciary Consulting 4. Retirement Plans Services 5. Estate Planning 6. Insurance & Risk Management

Overview

Hired 2 times

Serves Peachtree City, GA

Background checked

License verified

6 employees

22 years in business

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Reviews

Customers rated this pro highly for professionalism, responsiveness, and work quality.

Exceptional 5.0

9 reviews

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Thumbtack Customer

Aug 4, 2024

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From Google

I was late in the game when I started investing (over 50) with WFG. I almost spent all of my 401K money due to bad/poor financial advise. However, after speaking with a FP at WFG I am now confident about my financial future. He was patience and guided me through the process on a level I actually understood. He allowed me to ask as many questions as needed until I understood the process.Thank you WFG for everthing!

Arnold B.

Dec 23, 2014

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Hired on Thumbtack

After interviewing 6 different firms, I am very please with my ultimate selection of Wealthcare Financial Group. Martin is very knowledgable, tuned in to the individual needs of his clients and highly responsive to all questions. What is most impressive about Martin is his genuine compasion for people and the commitment of his time to freely educate those in need of financial guidance through sharing his knowledge (both publicly and privately).

Personal Financial Planning

William M.

Dec 17, 2014

Martin was very thorough in his preparation of my investment plan he specialized it for my age, income and my family and personal goals. He gave me a balanced plan with aggressive and conservative products. He was very personable. I left with the impression that he really is passionate about what he does. And he really cared about us personally.

Daniel F.

Jan 4, 2013

At first, I did not think I needed a financial advisor. I have an MBA from Columbia, so that I thought I could manage my own money. When I started my own business, I found that my personal affairs where becoming increasingly complicated. Martin identified financial products that were perfect for me as a new entrepreneur. He's very knowledgeable about taxes, real estate, insurance, and all the things that impact your financial health that you may take for granted. He also offers very sound investing advice. It's been great working with Martin. I highly recommend him.

Sandy D.

Dec 17, 2014

When I first met Martin, I was initially impressed with his enthusiasm, communication skills and professional demeanor. I have always felt overwhelmed with financial issues and Martin made it feel easier to manage. He consistently made me feel supported and helped me weigh out all my options. Martin is reliable, dedicated and eternally upbeat. He is able to help you stay calm and never appears frustrated even when asking many questions which I had sometimes felt from previous financial advisors. Martin is an excellent teacher and takes pride in providing as much education you as much as you need. He wants to make sure you are comfortable with all the services he provides. Martin multi-tasks effectively and is able to handle a high-volume of clients, but makes you feel as if you are his only client. He is patient, hardworking, organized and diligent. This is why, I highly recommend Martin to all my friends and colleagues. Like me, they are always impressed with his outstanding level of service, professionalism and follow-through he makes, as he is always willing to go the extra mile. I give Martin 10 stars!!

Credentials

License

License Type: Investment Adviser Representative (GA)

License verified on 6/13/2018

Background Check

Martin A. Smith

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing system is 100% "fee-based", meaning that we charge an annual fee that is based on the amount of funds that we manage for our clients. Our fee ranges from 0.50% to 1.40% depending on a number of factors, such as 1) the total value of the accounts that we are managing 2) our relationship with the client 3) the level of inherit risk that we as a firm may be required to accept, depending on the rare and unique demands of a new clients, etc. We also love referrals! Therefore, clients who refer new clients to Wealthcare Financial Group, Inc. will receive a discount on their annual investment advisory fees.
What is your typical process for working with a new customer?
Our process for new client engagement begins with an introduction to Wealthcare Advisor, our interactive account aggregation and wealth management portal. Wealthcare Advisor, our fully interactive wealth management and personal finance portal enables our firm to provide comprehensive retirement, investment and estate planning advice. Utilizing the fully interactive account aggregation tool, we are able to coordinate real-time financial planning, portfolio management and retirement preparedness sessions with our clients. Morningstar embedded investment & portfolio management data allows our firm to design custom model portfolios; as well as prepare comparative investment analysis on the composition of our clients holdings. BENEFITS OF WEALTHCARE ADVISOR As the latest innovation in interactive financial planning, Wealthcare Advisor enables you to generate a free personal financial report that is based on your unique wealth management needs, such as: -Comprehensive financial planning -Retirement planning (401K, IRA, SEP, ROTH, 403B) -Estate planning -Portfolio management & asset allocation -Employee stock options -Asset class diversification -Insurance analysis (life insurance, long term care and annuities) -College savings -Real estate investments (residential and commercial)
What education and/or training do you have that relates to your work?
Every year I am required to complete 10 hours of continuing education for the professional designations that I hold. In addition, I have to complete a series of industry & regulatory educational modules in order to maintain the various securities licenses that I have.

WealthCare Financial Group, Inc.

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