Services
How We Work
Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.
Investment Services
At WealthCare Investment Partners, LLC we provide assistance for investment services in a number of ways
- 401(k) Plans
- Education Saving Accounts
- Roth IRA
- Simple IRA
- SEP IRA
- Traditional IRA
- Deferred Compensation Plans
- Mutual Funds
- Bonds
- Common Stock
- ETFs
- Fixed Annuities
- Variable Annuities
- Real Estate Investment Trust
For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.
[email protected] | (401) 735-4500