Life Insurance
Your life is an invaluable asset. Let us make sure you and your loved ones have appropriate coverage with the flexibility to meet the changing needs you may face in the future.
Keeping pace with today's
fast moving changes in retirement
Serving the Greater Lexington Community
We're wealth care group and
We're taking the lead in the race of retirement
Wealth Care Group is a distinguished group of Financial Advisors and Insurance Professionals who have had the privilege of working extensively with many prominent groups and individuals in the areas of Wealth Management, Retirement and Income Planning. We take pride in knowing that throughout the years, our group has had great success in materially improving upon our clients’ retirement and insurance plans.
Tried & True
Our Polished Process
01
Discover
It all begins with a simple idea and the plan to make it happen. We believe in creating a relationship with you, identifying what it means to live your life, and most importantly, how we’re going to make that happen.
02
Customize
We analyze where you are today, where you’ve been, and where you’re headed. The primary objective of this is to develop an effective, long-term investment strategy customized to your unique needs for long-term success.
03
Implement
The primary objective is to ensure a smooth transition process with active communication as each step of the process is being put into place. Our transition step is dedicated to you.
We believe in
Fiduciary Responsibility
Wealth Care Group stands proudly because of the insurance products it offers and satisfaction of our clients. We ask the important (and often not thought of) questions that can assist you, the client, to come to understand and choose insurance products for your retirement.
Our Offerings
Our Areas of Services
Fixed Annuities
Your life is an invaluable asset. Let us make sure you and your loved ones have appropriate coverage with the flexibility to meet the changing needs you may face in the future.
Retirement Strategy
We want to provide you with the information to choose insurance products that fit your retirement needs.
Legacy Planning
Legacy Planning is important, especially when you have developed a considerable amount of solid and liquid assets throughout your life.
Social Security Optimization
Many people who are eligible to claim their Social Security benefits are unsure of….
Tax Minimization
Our experts can help minimize your tax bill through a number of different ways. Strategies such as Income Deferral, Income Splitting, Income Spreading, and Tax Credit Planning…
