James McCarroll, licensed life & health agent, is the founder of Wealth Care Group, Inc., with offices in Lexington and Danville, Kentucky. Licensed in a number of other states, including Tennessee, Ohio, Indiana, North Carolina, West Virginia, Mr. McCarroll travels extensively conducting seminars and giving personalized, one-on-one training. He has been in the business of safely designing incomes for individuals and companies since 1999, and possesses a genuine passion for helping clients that is unsurpassed by his peers. Being happily married and a father of five, plus having earned three degrees in education, he is well suited to assist those who find themselves seeking a way to safeguard their life savings. By helping his clients create iron-clad, TAX FREE INCOMES, they loose themselves from the burden of cumbersome taxes, especially in their retirement years.
Wealth Care Group has been equally effective when advising companies, both large and small. Conscious of the current economic environment, Mr. McCarroll knows that your company requires much more attention than the standard “business as usual” approach. Unlike some others in his field, he is not timid about drawing upon the knowledge and experience of additional financial advisors and CPAs, as well as working with the client’s own attorneys. This, tempered with his own expertise, produces sound financial strategies and, ultimately, a greater retirement setting.
Mr. McCarroll has always had an excellent rating with the BBB, and is dedicated to helping both individuals and their companies meet their goals and achieve financial well-being. He offers a wide range of experience in all areas of estate planning, ranging from immediate fiscal essentials to long-term care. Knowing that poor decisions about such matters can bring great harm to his clients, Mr. McCarroll takes his role as financial advisor very seriously. Understanding the weight his advice carries, he never forgets that his clients, both young and aging, seldom have a second chance to make up for bad retirement decisions. He, therefore, keeps vigilant guard over the trust placed in him by others.
There is no cost or obligation when consulting with Wealth Care Group. However, potential customers should expect multiple meetings, as extensive planning is certainly required when making such crucial decisions affecting one’s family and future.
His clients have repeatedly found Mr. McCarroll very generous with his time and patient with their schedules. Contact us today, and we’ll gladly make time for you, too.