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What We Do

We help our clients with life insurance, financial planning, and investment management.

Your advantage is our perspective.

Our value is strategic thinking—the fact that we’ve met with 1,000’s of people over the years across all stages of life. We’ve seen how their perspective, what they want and need, evolves over time. Our client’s opinions and beliefs change as they age. Meaning, at age 35 they thought they would want [fill in the blank] by age 65; yet when they get to 65 what they thought they’d want and the way they thought they’d think isn’t how they actually think…

We call this The Evolution of Thinking and it takes a higher level of thinking to integrate the dynamic reality into your plan. Our experience has taught us how to help clients plan for what they’re going to desire at a future stage of life (rather than what they currently believe they’re going to want).

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.

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
Planning Areas
  • Protection Planning
  • Education Planning
  • Asset Allocation
  • Retirement Planning
  • Business Planning
  • Estate Planning
  • Charitable Giving
Investment Management
  • Goals assessment
  • Risk reduction
  • Asset allocation
  • Account aggregation
  • Re-balancing
  • Tax-loss harvesting
  • Investment monitoring
Risk Management / Insurance
  • Disability Income Insurance
  • Life Insurance
  • Long-Term Care Planning