WealthKare is a fiduciary retirement and wealth-planning firm for those near or in retirement. We coordinate the four forces that decide your retirement — Risk, Tax, Income, and Legacy — so you can retire with clarity and confidence.
Answer four quick questions and see, in about two minutes, how your plan scores across Risk, Tax, Income, and Legacy — with a personalized report emailed to you. No account, nothing to buy.
Accumulating wealth is the first half of the journey. Turning accumulated assets into sustainable retirement income, managing taxes, and planning for efficient wealth transfer can have a significant impact on retirement outcomes. That second half is all we do.
Your flat fee. Their expertise. We provide access to research-grade model portfolios from many of the industry’s most respected managers, deployed and coordinated by your fiduciary team.
Availability does not imply endorsement, recommendation, or affiliation with these firms. Model portfolios are independently evaluated for suitability before use.
Handled in isolation, they leak value. Coordinated, they compound it.
Help reduce the impact of a poorly-timed market downturn on retirement income, so sequence-of-returns risk is addressed as part of the overall plan.
Treat retirement as a long-term tax planning challenge using strategies such as Roth conversions, withdrawal sequencing, RMD planning, and IRMAA management to help improve tax efficiency over time.
Build an inflation-aware income strategy designed to support spending needs throughout retirement.
Design estate and beneficiary strategies intended to improve wealth transfer efficiency and potentially reduce taxes and probate costs.
Our dedicated annuity resource researches a broad universe of products objectively through AnnuityDataPRO™ — research, not a sales pitch.
WealthKare provides research only. Any recommendation or purchase is based on availability and suitability and is handled through a properly licensed entity, American Assets Financial Corporation, an affiliated entity.
Five to ten years out and want to know, with confidence, that you can retire — and when.
Ready to turn a lifetime of savings into income that lasts.
Want your wealth to support both your lifestyle and your legacy.
Selling or stepping back, and need the proceeds to work as hard as you did.
A relaxed conversation about where you stand and what you want next. No pressure, no pitch.
We map your plan across all four controls and pinpoint your single biggest opportunity.
A clear, coordinated strategy with specific next steps you understand.
Proactive reviews as markets, tax law, and your life change.
A short, plain-English guide to the decisions that shape your retirement. No cost, nothing to buy.
A complimentary, no-obligation conversation with a fiduciary who specializes in your stage of life.