At Wealth Trac Financial, we firmly believe that a good retirement plan requires safety and security. Nothing is more devastating to retirement savings than a large, unexpected loss. Clients at Wealth Trac rest assured that they are protected against this situation.

All Wealth Trac Financial advisors hold licenses with dozens of investment companies. This allows the advisor to select the best options for your unique situation, creating a customized plan that ONLY an independent advisor can provide. Additionally, all Wealth Trac advisors have fiduciary duty. This is a legal obligation to provide advice that is in your absolute best interest. Keep in mind that most advisors and companies do not uphold this standard.

Some of the more common account types we utilize include, but are not limited to:

  • IRA's
  • ROTH IRA's
  • 401(k)'s
  • 403(b)'s
  • 457 Plans
  • College Plans
  • Non-Qualified Plans
  • ROTH IRA
    Conversions
  • Fixed Annuities
  • Indexed Annuities
  • Lifetime Income Producing Accounts
  • Whole Life Insurance
  • Term Life Insurance
  • Stocks
  • Bonds
  • Tactical Portfolios
  • Dividend Portfolios
  • Exchange Traded Funds
  • Portfolio Rebalancing
  • Preferred Stock