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Services

Organizing your estate plan, investments, and taxes into separate silos causes a lot of heartache. At Wealth Advocates, our focus—and our passion—is making sure you have a plan that protects and grows your wealth, your future, and your dreams so you experience peace of mind and prosperity. You don’t have to do this on your own. We help to make sure no piece of your plan is left out by coordinating with an expert team of industry professionals to generate an estate plan that is individualized so that you meet your planning goals. This way nothing gets left behind or forgotten. All year-long, we regularly monitor your planning and investments and will review and evaluate them with you. 

Our firm specializes in helping individuals develop sound retirement strategies. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

Bonds

Common Stock

Educational IRA

Traditional IRA

Roth IRA

SEP IRA

Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans

Insurance

Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

welcome@Wealth-Advocates.com | (435) 755-9400