Martin A. Smith founded Wealthcare Financial Group, Inc. as a financial planning and investment advisory firm, to primarily serve the needs of business owners and families. He has successfully completed the Accredited Investment Fiduciary (AIF®) and Accredited Fiduciary Analyst (AIFA®) designations, as administered by Fiduciary360 and awarded by the Centre for Fiduciary Studies (CEFEX). He has also earned the Chartered Retirement Planning Counselor (CRPC®) designation from the College for Financial Planning in Denver, Colorado. In addition, Martin has earned the Retirement Planning Specialist (RPS®) certification, upon completion of the “AT RETIREMENT®” coursework; an educational program that was jointly sponsored by The Executive Education Department of The Wharton School of the University of Pennsylvania, and AXA Equitable, Inc.
- Estate Planning
- Retirement Planning