WealthTrace Expert Planning Help

Help From a True Planning Expert

Have an expert financial planner and Chartered Financial Analyst (CFA®), the most sought after designation in the finance industry, help you with your plan. We will have an online conference call where you will be shown how to complete your plan, run scenarios, and overcome nearly any retirement roadblocks you might have. We will look over all of your assumptions and make sure no mistakes were made with your inputs. You can also be given financial advice and will have an opportunity to ask any finance related questions you might have. 

We also have our fund review service where we will research all of your mutual funds and ETFs to see where you can save money. All funds charge an annual expense ratio, which comes directly out of your investments. Using specialized software that searches thousands of other funds, we can show you nearly identical funds that charge much less. If we cannot save you at least $750 per year in fund fees, we won't charge you anything for this service.


View our current rates or schedule a planning session.


See reviews from customers who have had an expert planning session.


Your personal expert planner will be Doug Carey, whose investment analysis and retirement advice is read by thousands every day on the popular websites Seeking Alpha and Minyanville. Go here to view Doug's Seeking Alpha articles. We are also available to help you down the road with any questions you might have.


Contact Us for more information on this feature and how you can get started.