IT'S TIME TO DO ALL THE THINGS YOU LOVE

and creating the right financial plan in your retirement years will help ensure you enjoy the life you deserve.

Who is a Typical Protective Wealthcare Client?

Our typical client is someone age 50 plus with $250,000 or more in investable financial assets

In addition, you would be a good fit if you:

Prefer to delegate to a professional and enjoy all that retirement has to offer

At Protective Wealthcare we believe that transparency is essential for a successful relationship.  We also believe that every client deserves the same level of planning and dedication.  All of Protective Wealthcare clients receive the following:

Want to feel confident that your spouse and loved ones will be in great hands

Let's Schedule A Consultation

At Protective Wealthcare we believe that transparency is essential for a successful relationship.  We also believe that every client deserves the same level of planning and dedication.  All of Protective Wealthcare clients receive the following:

FINANCIAL PLANNING

Performance and Cost Basis Reporting

Income Needs Analysis

Assistance in Basic Will, POA, Beneficiary Designations, and other routine estate planning needs

Implement Financial Planning Strategies (retirement, college funding, other goal funding)

Social Security and Pension Income Analysis

Cash Management and Liquidity Reviews

Tax Efficient Withdrawal Strategies

Special Planning Assistance (Elder Care issues, divorce/inheritance issues, etc.)

Insurance:  Life, Disability Income, Long-term Care and Annuities

Liability & Debt Management

Qualified Plan Consolidation

INVESTMENT MANAGEMENT

Ongoing Risk Profile Evaluation

Investments: Mutual Funds, Exchange Traded Funds and Individual Securities

Implement Ongoing, Systematic Investment Programs

Ongoing monitoring of Investment Portfolio

Active 401K and Outside Investment Reviews

BOUTIQUE SERVICES

Quarterly Review to discuss Investment Update and Changes

Yearly One on One Lunch with George

Direct Personal Involvement with Client's Professional Advisors (Attorneys, Trustees, CPA's , Accountants, Mortgage Lenders, Etc.)

Annual Review with Individual Advisor (Mandatory)

Ongoing Review of Your Financial Plan and Current Needs

Assistance with Purchasing Decisions

Educational Events

Client Appreciation Events

NOT READY 

FOR RETIREMENT?

We can still help.  Together we can create a financial plan that incorporates your personal values as well as giving you a clear picture of your financial well-being.