Taxes

• Tax Planning
  The WealthKare Team of advisors is trained to create uniquely designed plans for our clients using the Get MORE Retirement® process. For consumers who want to MAXIMIZE their lifetime retirement benefits, we utilize the powerful benefit of TAX Planning to create our TAX FREDOM™ solutions... [Read more]
• Tax Services
  TAX Planning is one of the key pillars of financial planning, yet it is typically ignored or overlooked during most retirement planning conversations. The crown jewel of the Get MORE Retirement® process is the inclusion of TAX Management strategies as part of our personalized comprehensive retirement plans design.
• Income Tax
  COPYRIGHT ©2023 WEALTHKARE.COM, INC. ALL RIGHTS RESERVED | FEE-BASED FINANCIAL PLANNING AND INVESTMENT ADVISORY SERVICES ARE OFFERED BY WEALTHKARE.COM, INC. A REGISTERED INVESTMENT ADVISOR DOMICILED IN PENNSYLVANIA. INSURANCE RELATED CONSULTING, PRODUCTS AND SERVICES ARE OFFERED THROUGH AMERICAN ASSETS FINANCIAL CORP. & RIA WEALTH SOLUTIONS LLC. WEALTHKARE.COM, INC., RIA WEALTH SOLUTIONS LLC, AND AMERICAN ASSETS FINANCIAL CORP. ARE AFFILIATED COMPANIES. THE USE OF THE TERM “TAX-FREE” IS LIMITED TO THE FEDERAL INCOME TAX TREATMENT OF CERTAIN ASSETS OR PLANNING STRATEGIES. IT DOES NOT INCLUDE EXPOSURES TO STATE, LOCAL, OR SPECIALIZED TAXES. THE IMPACT OF TAXES IS UNIQUE TO THE FINANCIAL SITUATION FOR EACH INDIVIDUAL OR FAMILY AND SHOULD BE CONSIDERED BEFORE ENGAGING IN ANY TRANSACTION. GET MORE RETIREMENT, LLC. PROVIDES FINANCIAL EDUCATION AND SOFTWARE SERVICES FOR CONSUMERS AND PROFESSIONAL FINANCIAL FIRMS. THE WEALTHKARE INVESTMENT CENTER IS A LICENSED USER OF THESE EDUCATIONAL PROGRAMS. THE WEALTHKARE INVESTMENT CENTER AND BRUCE SMITH ARE NOT AFFILIATED WITH OR ENDORSED BY THE SOCIAL SECURITY ADMINISTRATION OR ANY OTHER GOVERNMENT AGENCY. THIS CONTENT IS FOR INFORMATIONAL PURPOSES ONLY AND SHOULD NOT BE USED TO MAKE ANY FINANCIAL DECISIONS. UNAUTHORIZED USE OF THE MATERIAL IS PROHIBITED.

Investment

• Investment Management
  Program provides an opportunity for consumers to upgrade and transform their Traditional Retirement Investment Planning to the higher-level benefits possible with a custom designed Wealth Management Retirement Program.
• Wealth Management
  Anthony J. Brong is a Senior Managing Director of WealthKare.com, Inc. Mr. Brong, born in 1957, has been serving the clients of The WealthKare Investment Centers since 2011. Tony has worked with Bruce III in the financial services field since 1995. Tony has met the designation requirements for both the Retirement Income Certified Professional® - (RICP®) and Wealth Management Certified Professional® (WMCP®) designations from the American College of Financial Services. In addition to his responsibilities as an advisor representative, Tony brings his years of experience and knowledge to help provide insight for a variety of planning and management strategies in use for the clients of WealthKare. Tony enjoys competitive shooting sports and traveling with his wife, Laura.

Planning

• Financial Planning
  Christopher J. Heaster is a partner and the Director of Planning and Portfolio Design for The WealthKare Investment Centers. Mr. Heaster, born in 1982, has been dedicated to serving the clients of WealthKare.com, Inc. since 2006. Mr. Heaster earned a Bachelor of Science Degree in Finance from Juniata College in 2005. Chris is a Certified Financial Planner ®, a member of the Financial Planning Association, and a member of the Ed Slott’s Elite IRA Advisor Group. In addition to his responsibilities as an advisor representative for WealthKare, he serves as an integral part of our planning and management team. Working with the firm’s partners, he helps develop and implement the advanced wealth management strategies that are custom designed on a case-by-case basis for our clients. Chris enjoys traveling, camping and the outdoors with his wife Raeann and two daughters Sadie and Saylor. His family is active in church as well as several wildlife conservation groups.
• Retirement Planning
  Since 1997, our team of professional advisors have been imagining, creating, and evolving a process to help open the opportunity for advanced planning to almost everyone! We have leveraged the best available technologies along with our knowledge and experience from working with high net-worth individuals to create a much more efficient and cost effective platform for your retirement planning! Our unique Get MORE Retirement