WealthCare Financial的封面图片
WealthCare Financial

WealthCare Financial

金融服务

Boca Raton,Florida 56 位关注者

Helping Educate, Organize, and Prepare People for their Financial Future

关于我们

From the beginning, WealthCare Financial was created to educate and plan for our client’s unique goals. Client’s come to us for objective advice they can trust, and a relationship they can rely on, not just to buy financial products. Individuals work with WealthCare Financial because of our honesty, integrity, and passion for service. What this means is WealthCare Financial will put your best interest first by learning about your unique situation and we will share our process to help you realize your success both personally and professionally. Your benefit is having the Clarity, Confidence, and Peace of Mind in knowing that you have a team helping you achieve success. With every client, our goal is to create a deep and long lasting financial relationship. A relationship that enriches the lives of you and your family. A relationship that helps you not only prosper in the short-term but transforms your assets into dreams for the future. We are committed to providing you and your family with honest, professional and reliable services. Always. WealthCare Financial, has grown into one of the leading firms in the financial services industry for medical professionals. Most recently WealthCare Financial acquired a firm that services families interested in college planning. With this acquisition, WealthCare is now able to service a broader range of individuals outside of the healthcare industry. "Investment Advisory Services offered through Alphastar Capital Management, LLC, an SEC registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the adviser has attained a particular level of skill or ability."

网站
https://askwealthcare.com/
所属行业
金融服务
规模
2-10 人
总部
Boca Raton,Florida
类型
合营企业
创立
2013
领域
Retirement Income Planning、Life Insurance、Disability Insurance、Investments、Annuities、Financial Planning、Long Term Care、IRA和ROTH IRA

地点

WealthCare Financial员工

动态

  • 查看WealthCare Financial的组织主页

    56 位关注者

    As we approach the tax season, it's the perfect time to start preparing and filing your taxes. Whether you're filing for the first time or are a seasoned filer, getting a head start can help ensure a smooth process and give you plenty of time to gather all necessary documents. Remember, the sooner you file, the earlier you can receive any potential refunds or avoid last-minute stress. Our team is here to guide you every step of the way, so don’t hesitate to reach out if you need assistance. Let’s get started and make this tax season as easy as possible for you!

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  • 查看WealthCare Financial的组织主页

    56 位关注者

    ?? Shamrocks & Swingin’ Strokes! ?? We had an incredible time celebrating St. Patrick’s Day with our amazing clients at PopStroke! From mini golf to green gear, festive drinks, and plenty of laughs — it was the perfect mix of fun and appreciation. ????? Thanks to everyone who came out and made the day unforgettable. We’re lucky to have such a great community! #ClientAppreciation #StPatricksDay #PopStrokeFun #Grateful #WealthWithPurpose #PotOfGoldVibes ?? Swipe to relive some of the best moments!

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      +14
  • 查看WealthCare Financial的组织主页

    56 位关注者

    ?? Shamrocks & Swingin’ Strokes! ?? We had an incredible time celebrating St. Patrick’s Day with our amazing clients at PopStroke! From mini golf to green gear, festive drinks, and plenty of laughs — it was the perfect mix of fun and appreciation. ????? Thanks to everyone who came out and made the day unforgettable. We’re lucky to have such a great community! #ClientAppreciation #StPatricksDay #PopStrokeFun #Grateful #WealthWithPurpose #PotOfGoldVibes ?? Swipe to relive some of the best moments!

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  • The first day of spring, often marked by the spring equinox, typically falls around March 20th or 21st in the Northern Hemisphere. This year the forst day of spring is March 19th! This day marks a moment of balance, when day and night are nearly equal in length. It symbolizes renewal and growth as nature awakens from the colder winter months. The arrival of spring brings longer days, warmer temperatures, and the blossoming of flowers and trees, filling the air with fresh scents and vibrant colors. It is a time of hope and rejuvenation, inspiring people to enjoy the outdoors, embrace new beginnings, and celebrate the beauty of nature’s cycles.

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  • Happy St. Patrick's Day! St. Patrick's Day, celebrated on March 17th, honors St. Patrick, the patron saint of Ireland, and the rich cultural heritage of the Irish people. St. Patrick, a 5th-century missionary, is credited with bringing Christianity to Ireland and famously used a three-leafed clover to explain the concept of the Holy Trinity. Over the centuries, St. Patrick’s Day has evolved from a religious observance to a global celebration of Irish culture, featuring parades, music, dancing, and traditional foods. The day is marked by wearing green, a color associated with Ireland and its lush landscapes, as well as the legend of the leprechaun. In cities around the world, St. Patrick's Day has become a joyful occasion to celebrate Irish traditions, heritage, and the spirit of unity. While it originated as a religious holiday, it is now a widely enjoyed festivity, even for those who don’t have Irish roots.

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  • Pi Day, celebrated on March 14th (3/14), honors the mathematical constant π (pi), which represents the ratio of a circle’s circumference to its diameter. Pi is an irrational number, meaning its decimal representation goes on infinitely without repeating, starting with 3.14159. Pi Day was first celebrated in 1988 by physicist Larry Shaw at the San Francisco Exploratorium, where participants gathered to march around a circular space and then enjoy pie. The date, 3/14, was chosen because it mirrors the first three digits of pi (3.14). Over time, Pi Day has grown into a global celebration of mathematics, where enthusiasts often engage in pi-related activities, such as solving math problems, reciting pi’s digits, or baking pies to reflect the circular shape associated with pi. In some years, Pi Day is celebrated even more exuberantly, especially on March 14th at 1:59 p.m. to mark the digits 3.14159. The day not only pays homage to a key mathematical concept but also highlights the fun side of math and encourages a broader appreciation for the subject.

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  • Don’t forget!! March 9th is the day to set your clocks FORWARD one hour! Daylight saving time (DST) is the practice of moving the clock forward by one hour during the warmer months to extend evening daylight and reduce the need for artificial lighting.

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  • We had the honor of being a part of the 3rd Annual Sweet Dream Makers Court of Dreams Tennis & Pickleball Tournament, supporting a meaningful cause—providing children with warm and comfortable beds. This incredible organization has already supplied over 130 children with beds, giving them a safe and restful place to sleep. WealthCare Financial was proud to serve as the Award Sponsor, recognizing the achievements of our 1st, 2nd, and 3rd place winners. It was a privilege to contribute to such an impactful event and help make a difference in the lives of children in need!

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  • Employee Spotlight: Mark! We are excited to announce that Mark Sharov, our Operations Coordinator here at WealthCare Financial, has been selected as our Employee of the Month! Mark has consistently demonstrated exceptional dedication, professionalism, and a strong work ethic, making him a standout member of our team. In his role, Mark has been instrumental in ensuring that the day-to-day operations of the firm run efficiently and seamlessly. His attention to detail, organizational skills, and ability to manage multiple tasks at once have helped streamline our processes, leading to improved workflows across the board. Mark’s proactive approach to problem-solving and his willingness to step up whenever needed has not only benefited our internal team but has also contributed greatly to enhancing the experience of our clients. Beyond his technical skills, Mark's positive attitude and collaborative spirit make him a joy to work with. He takes the time to mentor his colleagues, always offering support and insight when needed, and his calm, solution-focused demeanor is a great asset during challenging times. His work goes far beyond just meeting expectations—he continually strives to improve our operations and make a meaningful impact. We are incredibly grateful for his hard work and dedication, and it is with great pride that we recognize Mark as our Employee of the Month. His contributions are truly invaluable, and we look forward to seeing the continued positive impact he will have on WealthCare Financial in the future. Congratulations, Mark, on this well-deserved honor!

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  • Today, Mardi Gras is a world-renowned celebration, with New Orleans being the epicenter, drawing millions to experience the vibrant festivities before the beginning of Lent. The holiday is now a fusion of historical, cultural, and religious influences, making it a unique and lively tradition enjoyed by people of all backgrounds. Happy Mardi Gras!

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