Emily Petersen's Contact Details

Emily Petersen's Company Details

WealthCare Financial Group

Indianapolis city, IN, US • 10 - 19 Employees
Financial Services

WHAT WE BELIEVE – INCOME FOR A LIFETIME; LEGACY FOR THE GENERATIONSWe help our clients address the dual challenges of duration of their retirement income and direction of their retirement income. By developing a unique plan for sustaining income that they will not outlive, our clients gain peace of mind. By providing in that plan for an income stream that can increase over time, our clients can enjoy a retirement that maintains their dignity, independence and lifestyle. Then we endeavor to further the plan to also leave a legacy for their families and stand as an example of wealth building and preservation for future generations. This is the level of advice we strive for, one we feel our clients deserve, and one that can help enrich the lives of their loved ones who may long outlive them… even those as yet unborn.The clients of WealthCare Financial Group are the recipients of a different approach. Their plans for building a lifetime income and legacy for their loved ones are holistic in design, including the tax implications. Where appropriate, their assets are allocated to take advantage of tax-optimized alternatives. Their portfolios are managed toward maximizing after-tax performance.*Securities offered through 1st Global Capital Corp. Member FINRA/SIPC. www.finra.org Investment advisory services, including fee-based asset management accounts held through NFS, LLC are offered through 1st Global Advisors, Inc. All other financial planning and fixed insurance services are offered through WealthCare Financial Group, LLC and 1st Global Capital Corp. are unaffiliated entities. I will not ask or request for personal or account information through this site. Any such request should be ignored and deleted. All personal and account updates must be completed in person or over the phone. Please make sure that you have set up security features on your site to protect your privacy. I will not accept trading instructions through this site.*