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How Wealthcare Financial Group, Inc.™ a Retirement Planning and Investment Management Firm Defines “Together” and the Impact They Are Making in People's Lives
  • USA - English


News provided by

Wealthcare Financial Group, Inc.™

Jan 27, 2015, 03:00 ET

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Martin A. Smith, Retirement Planning Financial Advisor™
Martin A. Smith, Retirement Planning Financial Advisor™
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Bethesda, MD (PRWEB) January 27, 2015 -- After eleven years of helping individuals, families and businesses with their financial, retirement and investment advisory needs, President and Retirement Planning Financial Advisor™, Martin A. Smith, CRPC®, AIFA® of Bethesda, Maryland based Wealthcare Financial Group, Inc.™, is pleased to announce the following initiatives for 2015 and beyond: bolstering their ongoing commitment of Leading by Educating, Re-Branding and Re-Positioning.

Leading by Educating

Wealthcare Financial Group, Inc.™ has one of the most resourceful websites I've every seen in our business. The level of transparency that is available to clients via their site is something that our industry is missing.

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The year 2015 is going to be a very exciting year for Wealthcare Financial Group, Inc.™ They’re making an even bigger commitment to being a thought-leader in the retirement planning and investment management industry by providing quality financial education seminars, including delivering financial education online through their blog, http://www.answersaboutwealth.com, Podcast, https://soundcloud.com/answers-about-wealth and internet radio.

“Basically, we want to expand our reach this year!” said Martin A. Smith, President and Retirement Planning Financial Advisor.™ Last year introduced some exciting developments for our firm. We made our debut with the NBA Development League by offering financial education to professional basketball players. In addition, I made multiple guest appearances on local news television and radio stations, such as ABC/WJLA News Channel 8, NBC Universal Channel 4, CBS Radio, WTOP Business News Radio (available for viewing on our website at: http://wcfingroup.com/resources/), as well as being quoted by Investor’s Business Daily Newspaper.”

Re-Branding

One of Martin’s goals was to launch a new website for his firm by 2015. Last year, after searching for a new web design firm, he was introduced to Seattle, Washington based Dlishus Design. His new website is up and can be viewed at: http://www.wcfingroup.com. According to Scott Henderson, an Atlanta, GA based Retirement Plan Consultant, “Wealthcare Financial Group, Inc.™ has one of the most resourceful websites I've ever seen in our business. The level of transparency that is available to clients via their site is something that our industry is missing.”

Re-Positioning

After more than 20 years of serving the financial, retirement planning and investment advisory needs of employees and employers throughout the United States, Martin decided to narrow his focus on a single life event: Retirement.

According to Martin, “there is one word that I believe best illustrates what our advice and presence in the lives of our clients has meant to them: Together. For some of our clients, ‘together’ meant protecting and advising them through the ‘Y2K’ recession that followed the implosion of some of the high tech ‘.com’ companies.

On September 11, 2001 ‘together’ meant consoling one another, as well as advising them about making prudent financial decisions in light of a national crisis. At the beginning of the Great Recession of 2008, ‘together’ meant voluntarily waiving our fees for existing clients for a period of 16 months, and reducing our fees for new clients who were concerned about the security of their retirement and overall financial well-being.”

Being with his clients throughout these events, which have left an indelible mark on American history, while providing financial counsel and managing the retirement investments of his clients, is how Martin came up with the slogan, “Together for Your Retirement™.” “Regarding the slogan of my firm, I could not think of a better way to describe my passion for offering advice, commitment to freely educating people and eagerness in sharing my knowledge and expertise with anyone that has an interest in learning.”

ABOUT WEALTHCARE FINANCIAL GROUP, INC.™:

Wealthcare Financial Group, Inc.™ specializes in retirement financial planning and investment management. We are committed to helping families align their values, needs and goals with a clear and objective understanding of the topics and issues that are related to their interest in comprehensive retirement financial planning, e.g. portfolio management, institutional investment management & fiduciary consulting, estate & college planning, retirement plan services, employee benefits & executive compensation and insurance. Contact us to request a complimentary written retirement financial plan, portfolio review and a comparative investment analysis.

CONTACT INFORMATION:

To contact Martin A. Smith, President, CRPC®, AIFA®, Retirement Planning Financial Advisor™, call or email: (240) 482-3752 | [email protected]. For additional information about Wealthcare Financial Group, Inc., visit our website at: http://www.wcfingroup.com.

Martin A. Smith is registered with and securities offered through Kovack Securities, Inc. Member FINRA/SIPC. 6451 N. Federal Highway, Ste 1201, Fort Lauderdale, FL 33308 (954) 782-4771. Investment Advisory services are offered through Kovack Advisors, Inc. Wealthcare Financial Group, Inc.™ is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc.

Source: Wealthcare Financial Group, Inc.™

Martin A. Smith, Wealthcare Financial Group, Inc.™, http://www.wcfingroup.com, +1 (240) 482-3752, [email protected]

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Sample Wealthcare Financial Plan™
Sample Portfolio Review and Comparative Investment Analysis
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Sample Portfolio Review and Comparative Investment Analysis
Wealthcare Financial Group Inc. Investment Management Brochure
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Wealthcare Financial Group Inc. Investment Management Brochure
401(K) Fiduciary Benchmarking Analysis
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401(K) Fiduciary Benchmarking Analysis
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