Wealthcare Welcomes Creekside Financial Group Inc.
Creekside Financial Group, based in Winchester, Virginia, has eight years of dedicated experience within the financial services industry. Their practice provides comprehensive financial planning and investment management services, with a specialization in serving pre-retiree and retiree households. Their core competencies encompass Income Planning, Investment Management, Tax Planning, Estate Planning, and Insurance Solutions.
Creekside Financial Group’s decision to affiliate with Wealthcare Advisory Partners was driven by the desire to leverage our robust operations and back-office support infrastructure. This strategic alliance will enable Creekside to further enhance its client-focused service model.
A key component of Creekside’s approach, facilitated by Wealthcare’s platform, includes the utilization of Fixed Indexed Annuities (FIAs) as an integral asset class for their retiree clients. This strategy provides guardrails around a client’s financial profile, complementing traditional investment accounts. The focus is on capital preservation and longevity planning, fostering greater client confidence in mitigating the risk of outliving their assets.
This partnership underscores Wealthcare’s commitment to empowering independent financial advisors with the resources and technology necessary to deliver exceptional, goals-driven client experiences.
