What does purpose-driven management mean?

 

It means connecting what you’re doing in the office with us today, with what you want to do in life tomorrow. The only real reason to plan for your financial future is so that you can deploy your money in a way that helps you realize your goals and aspirations down the road.

 

 

Nobody invests just for fun, there's always an objective. A purpose. 

Our whole lives we are driven by our goals and our life’s purpose, your financial plan should reflect that. That’s why we work tirelessly to help people like you make smart decisions about your money. It’s our purpose. 

 

How? It’s simple…  

Clearly define goals, detailed action plans, and custom tailored progress reports. There's no 'secret-sauce' when it comes to sound financial planning. All you need to do is make a plan and work the plan. That's why you hire us -- to keep you on track. Let us do the worrying so that you can enjoy your life’s work. 

Wealthcare Solutions, LLC is a fee-only registered investment adviser providing comprehensive financial planning and personal wealth management services to successful individuals.  

After working for years to build your business and advance your career, it’s vital to ensure that you can enjoy the fruits of your labor. Enjoy peace of mind knowing that you’ve got a well thought-out, custom tailored financial plan to guide you through your working years and into retirement.

 

Get the conversation started today!

Blogs

Kraig Null |
Categories
As a retirement plan, 401(k) plans currently outpace the competition, with more than 54 million Americans participating in a 401(k) plan, and nearly 550,000 plans offered. Employer sponsored, 401(k) plans are by far the easiest mechanism for workers to get started saving for retirement. And because there is typically an employer match for contributions up to a certain percentage, workers can end up leaving a significant amount of money on the table if they choose...
Kraig Null |
Categories
As the go-to investment option for most companies and their employees, 401(k) plans provide many benefits to plan participants, including deferment of taxes, the likelihood of an employer match, and a high maximum allowable for annual contributions. But for those that are self-employed, or whose employer does not offer a 401(k), a traditional or Roth IRA is an option. In many ways, a 401(k) and an IRA are similar in scope, with contributions for both...