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Our Mission

The mission of Wealthcare Financials is to empower medical professionals by providing strategic solutions that protect their income, practice, financial legacies, and lives. Our focus is on educating and assisting Surgeons, Optometrists, Physicians, Veterinarians, and Dentists in creating a robust and impenetrable foundation for their portfolios. By emphasizing the importance of comprehensive planning, we enable our clients to passionately pursue their careers with the peace of mind that comes from being prepared for any potential tragedy.

1 in 4

will have a disabling event before retirement

50% of foreclosures 

and bankruptcies can be attributed to disability

Each second

a disabling event occurs in the U.S.

Assets Under Management

Our Process

At Wealthcare Financials, we take pride in our professional approach to helping clients make sound financial decisions. Our proven process begins with a thorough assessment of our clients' financial goals, identifying areas for improvement and opportunities for growth. With over a decade of experience, we expedite this discovery phase, providing comprehensive education on products and carriers, and delivering tailored recommendations. Our commitment to convenience is reflected in our on-site medical visits and utilization of online platforms for seamless meetings, applications, and policy delivery. Throughout the entire journey, we prioritize excellence in client communication, service, and professionalism, ensuring a smooth and efficient experience from start to finish.


Our Network

Wealthcare Financials strives to be an industry resource for ambitious healthcare professionals.  We proudly partner with CPA's, Bankers, and Attorneys with a set of common goals and responsibilities to help our clients. Wealthcare Financials understands the importance of a strong network so we work hand in hand with other professionals to help mitigate risk, protect your future, and allow our clients to do what they do best each day for their patients. 

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