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.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

Comprehensive service, unlimited access

Our services include our proprietary SmartMethod for financial planning as well as:

Two annual strategic planning meetings
Regular check-in calls
Unlimited access to us
Personalized financial advice
Service as a sounding board for your family and friends
Online Client Portal with vault storage
Coordination with tax and estate planning professionals
Education tools

For more information about WealthVisory and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

contact@wealthvisory.com | (800) 231-6276