Fiduciary Financial Planners Designing Retirement and Tax Strategies for Clients in Springfield, Missouri, the Ozarks and Nationwide
We help pre-retirees and retirees build reliable income, reduce taxes, protect principal and design legacy plans with confidence.
Retirement income planning, tax strategy and legacy guidance for Springfield area families.
Why Retirees in Springfield, the Ozarks and Across America Make the WealthCare Choice
Pre-retirees and those already in retirement choose WealthCare for its depth of competence. Likely no other advisor or firm has previously identified the tax dilemma you face or offered solutions to eliminate or minimize taxes on your future income. They probably haven’t provided a comprehensive retirement income plan that addresses every year between now and age 100, including how to decide when to take Social Security or protect your principal. You’ve probably been told there’s no viable solution to the long-term care problem you face, while we solve that problem every day for clients like you without breaking the bank. When you want a holistic plan covering every facet of retirement and customized to your unique wants and desires, choose WealthCare. Because we really do care about you.
Retirement Planning Tips
In his book “Watts on Wealth,” Barry Watts shares practical lessons that can shape retirement success. Chapters guide you through retirement income planning, tax saving strategies, principal protections, long-term care planning and preparing your estate so you can retire with confidence and a clear plan. Chapters include:
Creating lifetime income
Minimizing income taxes in retirement
Protecting your principal
Planning for the cost of long-term care
Passing wealth and values to your heirs
Download the first chapter of “Watts on Wealth” and take your first steps toward retirement confidence today.
What Clients Say About Their Experience of Retirement Planning With WealthCare
Hear how families describe the support, clarity and confidence they’ve experienced when they worked with WealthCare.
Retirement Resources, Tax Strategies and Financial Education
Explore videos, radio shows and podcast episodes designed to help you make better retirement decisions.
The Radio Show
The TV Show
A personalized roadmap for income, taxes, protection, healthcare and legacy.
How Our Six-Step Retirement Planning Process Works
Retirement decisions are connected. Our six-step process provides the tools you need to help you make good decisions about income, taxes, market risk, long-term care and estate planning so that they all fit together in a strategy aligned with your goals and values.
Retirement Planning FAQs
Answers to questions Springfield-area families often ask before starting a conversation with WealthCare.
Is WealthCare a fiduciary financial advisor?
Yes! WealthCare is a fiduciary focused on advice built around your goals, your ability to tolerate risk and your long-term needs.
What does retirement planning at WealthCare include?
Our Six Steps to Retirement Confidence™ planning process covers retirement income to age 100, principal protection against market risk, tax strategy to minimize or eliminate income taxes, plan for long-term care without breaking the bank and designing an estate plan that magnifies the legacy you leave. It allows you to approach retirement with increased confidence that you are making the right choices.
How do I get started?
You can schedule a no-obligation 15-minute consultation or attend an educational event to learn how WealthCare approaches retirement planning.