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The WealthCare Center Difference

The WealthCare Center is designed to be very different than other financial firms and banks. And different not just to be different, but different to be exponentially better. Unlike other financial services firms, The WealthCare Center is a true multi-dimensional wealthcare firm and offers the services, solutions and personnel necessary to efficiently help achieve and maintain your wealthcare targets - at one convenient location, at low cost, at low account minimums and within your desired timeframe.

Commitment

Our Commitment to You

• We are so confident in the value you will receive as a client of our Investment Advisory Service (IAS), we offer a full refund of the first full quarter of advisory fees if you are not completely satisfied with our advisory service. For details, click here.

• We make every effort to fit your time schedule - not for you to fit ours. Therefore, we offer phone, internet and personal consultations by appointment 24 hours a day seven days a week.

• To help you control and manage your personal finances, our WealthCare GPS™ (Guidance & Planning Services) online wealthcare apps are complimentary for clients of our Investment Advisory Service. These applications are designed to help you with many of your wealthcare needs, from determining the correct allocation of your retirement account funds to helping you increase your credit score.

• To help ensure that you are receiving the most value from our services, we offer multiple pricing options, including professionally managed investment accounts at less than 1%. We also provide full transparency and disclosure of all fees, not just what is required. Additionally, our advisory fees are capped, which offers tremendous savings for larger accounts.

• As Fiduciaries, we have a legal duty to always put your interests first. Our allegiance is only to you, not to a large institutional owner, bank or investment firm. We also conduct extensive background checks on all members of the WealthCare Team to provide you with additional confidence and security.

• Our Second Opinion Service provides you with an objective and easy-to-understand written analysis of your Retirement or Investment Accounts held elsewhere. Your analysis will highlight performance obstacles including unnecessary costs, hidden fees, tax inefficiencies, undisclosed risk exposure, incorrect asset allocation and location, etc., and also includes the necessary corrective measures.

• Our Learning Center and WealthCare University offers complimentary educational wealthcare services and classes designed to help support your financial decisions and help you avoid making costly, and oftentimes irreversible financial mistakes.

• Our holistic services are designed to help achieve and maintain financial and personal well-being and security for both you and your loved ones.

• We will help you efficiently achieve and maintain your desired wealthcare targets with reduced risk, lower taxes, less cost, and within your desired time frame. Our services are customized to fit your unique needs; not for you to fit our services.

• Our complete independence allows us to provide you with unbiased and objective advice. We also outsource many of our services to "Best of Class" independent wealthcare providers, which helps eliminate conflicts-of-interest and allows us to "sit on the same side of the table" as you.

• Our advanced technology allows for convenient and efficient communication with your WealthCare Advisor as-well-as your service providers, regardless of your geographic location or time zone. You also receive a private telephone number that connects you directly to your WealthCare Advisor.

• Our Professional Referral Network (PRN) offers you access to pre-screened "electronically connected" independent party wealthcare professionals and service providers that offer preferential pricing and/or services.

• We offer true Self-Directed Retirement Accounts with investment options normally unavailable through traditional financial firms, such as direct investments in real estate, businesses and precious metals. Deliverable precious metals are also available.

• You have several choices where you may custody your securities. (Minimum account values may apply)