WealthCrest provides financial guidance specifically for the Federal Employee. A thorough understanding of your benefits and entitlements are essential to maximizing your benefits under CSRS and FERS. We pride ourselves on giving unbiased and independent advice on a myriad of financial issues such as investments, insurance, Survivor Benefit Plan (SBP), college funding, Thrift Savings Plan (TSP), retirement planning, disability, long term care, and estate considerations. We also offer retirement and financial seminars to federal agencies designed to provide federal employees a thorough understanding of how to maximize TSP, SBP Options, FEGLI, Retirement Annuity, Disability coverage, Sick Leave, as well as Medical and Social Security issues. WealthCrest’s primary client base consists almost exclusively of Federal and Military personnel, both active and retired, as well as those who serve the Federal Government.
PROFILE INFORMATION Licenses and Education Securities Licenses: Series 7 (Registered Representative),
65 (Investment Advisor), 24 (Registered Principal), 63 (Securities Agent)
Insurance Licenses: Life, Health, Disability, and Long Term
Care
Other Licenses and Designations: CFP®, ChFEBC
Education / Area of Study: Our staff is highly educated. Each member holds at least one masters degree. Our cumulative education credentials include: MBA, MBA in Individual Financial Planning (MBA, IFP), Master of Military Arts (MMA), Masters of Science in Civil Engineering (CMSLE), Bachelors in Business with a minor in Economics, Bachelor of Science (USMA).
Associations and Affiliations: We are very active in several organizations including the Financial Planning Association, National Eagle Scout Association, Military Officers Association of America, Marine Executive Association, Association of the Army, and the Society of American Military Engineers.
Experience
We have been providing financial and/or related advice
to clients for 15 years.
How I/we charge clients for services (please select one):
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Fee for Financial Planning (initial, hourly,
and/or retainer)
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Fee based on percentage of assets managed; percentage ranges
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Commissions, trail fees, redemption fees, account fees,
etc.
X
Other (please specify): Services may be one or a combination of the above methods. Client charges are fully disclosed and explained. Compensation methods vary based on individual client needs.
Financial Services Provided
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Tax preparation
X
Comprehensive financial planning
X
Investment and asset management
X
Insurance
X
Elder and long-term care planning
X
Estate planning
X
Retirement planning
X
Cash management and budgeting
X
Stock and bond brokerage
X
Other (please specify): College Funding
Strategies
Specialty: Our primary advisors have a combined 50 years of experience in the military and government sector. WealthCrest is a financial planning and investment management firm dedicated to serving active and retired federal employees, military members, and their families. We urge you to visit our Web site at www.WealthCrest.com for more information about our company so you can see what makes WealthCrest Financial Services stand above the rest. Our firm primarily serves clients with family income levels above $100,000 per year and invested assets greater than $200,000.
I am or my firm is registered with the SEC as an investment adviser. Yes If so, in what states? Financial Planning
Services offered through WealthCrest Financial Planning, LLC., a registered investment
advisor. Available in most states in accordance with SEC guidelines.
Number of employees who work in your office/firm (please select one):
X
1-5
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6-10
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11-50
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51-99
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100 or more
My affiliation with the office/firm:
X
President/CEO/Owner
X
Employee
X
Independent Contractor
__
Other: _____________________________________
Broker/Dealer Affiliation:
__
No affiliation
X
Securities products offered through registered representatives of Cambridge Investment Research, Inc. (Cambridge), a Broker/Dealer, Member FINRA/SIPC. WealthCrest Financial Services, LLC is a registered investment adviser and is not a subsidiary or control affiliate of Cambridge.
The Directory of Financial Services is a service of 1105 Media, Inc. When using
the directory, be sure to read the
disclaimer. For information on the ChFEBCSM designation,
call Federal Employees Benefits Specialists, Inc. at 1-800-696-3505. For information
on the CFP® designation, please visit www.cfp.net.
