Approach

A Stress-Free Approach

A Stress-Free Approach

WealthCare Financial Planners is a fee-only financial planning and Investment advisory firm registered in the state of South Carolina. We give our clients the freedom to receive as little, or as much financial planning as they need, regardless of monetary status. Our number one priority is the financial wellbeing of our clients.

Are these burning questions of real concern to you?

  • How much money will I need to enjoy my retirement?
  • Am I saving the right amount at this stage in my life?
  • Are my investments properly allocated and diversified?
  • What is the best way to save for our children's education?
  • Do I have the right kinds and amounts of insurance?
  • I'm already retired, how much can I safely spend each year?
  • I just left my employer, what should I do with my 401(k)?
  • Are my current investment management fees to high?
  • What estate planning documents should I have?
The WealthCare Difference- we charge by the hour/project and do not accept commissions from the sale of insurance, investments, or any other products. Because of this, our clients know they will receive completely objective, conflict-free advice that has their best interests in mind.