OUR
PROCESS
Find Your Comfort Zone®
FEATURING GDX 360
We will begin by having a conversation with you about what you value most – your life goals. From there, we will choose an investment strategy relative to those goals and develop a plan that can be updated on-demand to capture the changing market conditions.
We then provide you an interactive, visual representation of how you are tracking toward the goals you have established. This is called the Comfort Zone®. It shows the likelihood of exceeding goals for retirement, college savings, charitable giving, or other life goals.
With GDX360 and Comfort Zone®, we can prioritize conversations with you…one that is forward-looking and concentrated on helping you stay on track to reach your goals.
"So much knowledge! Working with Rick has been a game changer. The Wealthcare model fits really well with our lifestyle and financial goals. We finally have clarity and peace of mind!"
Michael L.
"The Wealthcare approach and Rick's work has transformed our finances. His strategic insights and proactive advice have made a substantial difference in our financial well-being. I trust him completely with our financial planning needs. Rick is like family to us! "
John D.
"Rick has been our trusted financial advisor for many years. We trust his financial knowledge and ability to be in front of changes in the market. He has successfully guided us through many seasons of life events. Rick's genuine care for his clients truly sets him apart. Always doing the right thing for his client. "
Lamar M.
"Because of Rick's guidance, instead of chasing the next annual corporate bonus, I am able to spend my time more productively, like helping raise money through grants and donations to provide to victims who's homes have been damaged or completely destroyed due to storms. I am so happy to have the time to chase these opportunities serving neighbors in need."
George L.
"After 11 years with Wealthcare Capital Management under the leadership of Rick, we are now on the right track for financial freedom earlier than expected. The safety of having Rick overseeing our children's’ college 529’s, company 401K plans, life insurance, and IRA tax strategies have made this life journey of investing less stressful."
Gregory S.
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