In this spirit of giving, we are pleased to support several charities in partnership with our clients. Every year, Wealth Trac Financial donates funds raised for our Charity of the Year through programs including Flat Kurt and our Ambassador Program.
Our Charity of the Year – ANGELS OF HOPE
Angels of Hope is an all-volunteer non-profit serving children and families battling cancer exclusively in the state of Michigan. Since 2004, Angels of Hope has supported children and those who care for them as they face the many physical, emotional, and financial challenges that accompany the diagnosis and treatment of cancer. Impressively, 98% of donations and proceeds from events directly assist qualifying families.
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
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.
Kurt Fillmore and Avery Markos are investment advisory representatives of, and provide advisory services through CoreCap Advisors, LLC. Wealth Trac Financial and CoreCap Advisors are separate and unaffiliated entities.
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