Welcome to the Future of Financial Planning

Whether you are just starting to build your future, or are engaged in a complex financial situation, Wealth Club has a plan to fit your needs. With a passion for educating and empowering our members and embracing technology, Wealth Club is turning the world of financial planning upside down. Gone are the days of 3-ring binders, long, tedious meetings in stuffy offices, and confusing fee structures. Wealth Club strives to educate and empower our members with convenience as a priority. This is on-demand wealth-management.

Welcome to Wealth Club.

 

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What's in the Box?

When joining Wealth Club, you will receive a Welcome Kit that comes with a Kindle Fire pre-loaded with apps we will use as we work together to pave your path to financial success. Want to find out what other cool stuff you get for enrolling? Click the button to find out!

 

What's in the Box?

 

Asset Management

Wealth Club offers Risk-Managed Models to Suit your Market Tolerance

Portfolio Risk Profile Expected Return Standard Deviation
Portfolio 1 vs Benchmark Conservative

4.32%

4.38%

4.7%

9.31%

Portfolio 2 vs Benchmark Moderately Conservative

5.59%

5.58%

7.26%

9.51%

Portfolio 3 vs Benchmark Moderate

6.61%

6.30%

9.59%

10.30%

Portfolio 4 vs Benchmark

Moderately Aggressive

7.58%

6.30%

12.07%

10.30%

Portfolio 5 vs Benchmark Aggressive

8.66%

7.74%

14.88%

13.11%

*ETF Portfolio Statistics as of 12/31/2015

*These performance statistics in no way guarantee similar performance in the future and are posted to provide historical data.

 

Goals-based Financial Planning guided by an experienced Advisor 

 

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Try it Here!!!!             Free Retirement Checkup   

 



 

Wealth Club Silver


 $99 Start-up Fee (includes Welcome Kit)

$50 Monthly Subscription

Asset Management Fee: N/A

 

 

 

 

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Wealth Club Gold


$99 Start-Up Fee (includes Welcome Kit)

$75 Monthly Subscription

Asset Management Fee: 0.75% AUM

 

 

 

*Members Only Group hosted on Facebook

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Wealth Club Platinum


 $99 Start-Up Fee (includes Welcome Kit)

$150 Monthly Subscription

Asset Management Fee: 0.75% AUM

*Members Only Group hosted on Facebook

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