Financial Services

One stop. Many options.

Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case.

According to a recent study, 60 percent of pre-retirees do not have a plan for how much money they will spend each year in retirement and where that money will come from.1 Additionally, three in four Americans remain highly anxious about their overall retirement outlook.2

That’s where we come in.

We use a variety of investment vehicles to help build your customized financial strategy. From tax-efficient methods to investment advice to asset protection— we’ll cover as many bases as possible to help you create a strategy that supports your retirement lifestyle and long-term financial goals.

As a full-service firm, we also provide the following services:

(Click the images below to learn more about each service)

Annuities

Wealth Management

Asset Protection

Life Insurance

Retirement Income Strategies

Tax-Efficient Strategies

Long-Term Care Strategies

IRA & 401(k) Rollovers

IRA Legacy Planning

We can also refer you to professionals who provide the following services:

» Trusts » Probate » Charitable Giving » Estate Planning » Tax Planning

Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products and services fit within your financial strategy.

1Greenwald & Associates. Society of Actuaries. January 2016. “2015 Risks and Process of Retirement Survey.”
https://www.soa.org/Files/Research/Projects/research-2015-full-risk-report-final.pdf.
2The National Institute on Retirement Security. March 2015. “Retirement Security 2015: Roadmap for Policy Makers – Americans’ Views of the Retirement Crisis.” http://www.nirsonline.org/storage/nirs/documents/2015%20Opinion%20Research/final_opinion_research_2015.pdf.

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We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered through CoreCap Advisors, Inc., a federally registered investment advisor. Wealth Trac Financial and CoreCap are separate and unaffiliated entities.