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Business Services

Cash Flow Management | Executive & Employee Benefits | Modeling | Valuation

We are Process Oriented

At WCA we follow a process-oriented approach in order to assure we cover all the important areas in your financial life.

Financial Planning Areas

We have extensive expertise and experience in each of the major financial planning domain topic areas.

Investment Management

We specialize in creating the most effective investment management approach to help you reach your objectives.

Insurance Planning

We ensure you’re covered against unforeseen events that could derail your financial strategy.

Business Services
  • Retirement, Insurance, and Benefits Consulting
  • Non-Qualified Executive Compensation and Benefits
  • Executive and Key Person Retention
  • Buy-Sell and Succession Planning
  • Valuation Consulting
  • Risk Management and Mitigation
  • Cash Flow Analysis and Modeling
  • Capital Structure Analysis and Planning
The Planning Process
  1. Define your goals, needs, and objectives
  2. Define scope of the engagement
  3. Provide and discuss relevant personal and financial information
  4. Analyze and evaluate data
  5. Develop and present recommendations
  6. Implement recommendations (client decision)
  7. Meet 2-4 times per year to monitor and update plan
Investment & Risk Management

Investment Management

  • Goals assessment
  • Risk reduction / hedging
  • Asset allocation
  • Account aggregation
  • Re-balancing
  • Tax-loss harvesting
  • Investment monitoring

Insurance Planning

  • Disability Income Insurance
  • Life Insurance
  • Long-Term Care Planning

Contact us to learn more

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