ALREADY RETIRED CASE STUDY

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Marketing Pieces

LinkedIn and Facebook Copy

Retirement questions? 🤔

Meet Rob & Rita!
Their #CaseStudy shows how Wealthcare helps with:
✅ Healthcare costs
✅ Making money last
✅ Market volatility
✅ Living your dream retirement
Get your #FinancialConfidence roadmap! [Link to Case Study - Placeholder for your actual link]
#RetirementPlanning #FinancialAdvisor #Wealthcare.

Are you planning for retirement or already enjoying it? ✨

Many of us share similar questions about healthcare costs, making our savings last, and navigating market changes.

Meet Rob & Rita Retired! This wonderful couple's story shows how thoughtful planning can truly lead to more financial confidence in retirement. Their case study dives into real concerns, like:

Will our money see us through all our retirement years?

How can we best prepare for medical expenses?

Can we still enjoy the retirement lifestyle we've always dreamed of?

Ready to feel more assured about your own financial future? Click below to read their compelling case study and discover a clearer roadmap for your retirement!

[Link to Case Study - Placeholder for your actual link]

#RetirementPlanning #FinancialFreedom #Wealthcare #RetirementLife #FinancialAdvisor #CaseStudy

Email Copy

Subject: Navigate Your Retirement with Greater Confidence: Meet Rob & Rita!

Dear [Client Names],

Are you thinking about what retirement truly means for you? Many individuals and couples share similar concerns about their financial future, especially as they approach or enter their golden years.

We understand these questions are important. That's why we'd like to share a real-world example of how Wealthcare helps clients address these vital concerns.

Introducing Rob & Rita Retired:
Rob and Rita, a couple both aged 70, faced common retirement challenges. Their story highlights how we've helped them gain a clearer picture and a pathway to greater financial confidence. In their case study, you'll discover how Wealthcare helps address critical questions about:

Medical Costs: Preparing for the rising expenses of healthcare in retirement.

Outliving Money: Strategies to ensure your savings last as long as you do.

Market Volatility: Protecting your investments in uncertain economic times.

Living the Life They Envisioned: Aligning your finances with your desired retirement lifestyle.

We invite you to read their inspiring story and see how Wealthcare's comprehensive approach can provide you with a roadmap to greater financial confidence in your own retirement journey.

Read the full Case Study here: [Link to Case Study - Placeholder for your actual link]

We look forward to helping you plan for a more assured and fulfilling future.

Sincerely,
[Your Name] [Your Title] [Your Contact Information]

Disclaimer: This email is for informational purposes only and does not constitute financial or legal advice.

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Additional Wealthcare Resources

Supporting clients who are getting married for a second or third time may require a specialized approach to financial planning. Our experienced Planning and Investment Consulting teams are here to partner with you, the advisor, to navigate these unique challenges and ensure the best possible outcomes for your clients. Contact us today to learn more about how we can help.

Disclosures

The following disclosure should be added:

(For WCAP LPL Advisors)

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Wealthcare Advisory Partners, a registered investment advisor. Wealthcare Advisory Partners and Wealthcare Partners are separate entities from LPL Financial.

No investment strategy assures a profit or protects against loss.

Wealthcare Advisory Partners LLC (Wealthcare) is an investment advisors registered with the SEC under the Investment Advisors Act of 1940. Additional Important Disclosures may be found in the Wealthcare Advisory Partners LLC ADV Part 2A.This communication is for informational purposes only and is not to be considered advice or a recommendation of any specific investment product or strategy. Views and opinions are subject to change at any time based on market and other conditions.

(For WCAP RIA Only Advisors)

No investment strategy assures a profit or protects against loss.

Wealthcare Advisory Partners LLC (Wealthcare) is an investment advisors registered with the SEC under the Investment Advisors Act of 1940. Additional Important Disclosures may be found in the Wealthcare Advisory Partners LLC ADV Part 2A. This communication is for informational purposes only and is not to be considered advice or a recommendation of any specific investment product or strategy. Views and opinions are subject to change at any time based on market and other conditions.

(For WCM Advisors)

No investment strategy assures a profit or protects against loss.

Wealthcare Capital Management LLC (Wealthcare) is an investment advisors registered with the SEC under the Investment Advisors Act of 1940. Additional Important Disclosures may be found in the Wealthcare Capital Management LLC ADV Part 2A.This communication is for informational purposes only and is not to be considered advice or a recommendation of any specific investment product or strategy. Views and opinions are subject to change at any time based on market and other conditions.

(For WCP Advisors)

No investment strategy assures a profit or protects against loss.

Wealthcare Capital Partners LLC (Wealthcare) is an investment advisors registered with the SEC under the Investment Advisors Act of 1940. Additional Important Disclosures may be found in the Wealthcare Capital Partners LLC ADV Part 2A.This communication is for informational purposes only and is not to be considered advice or a recommendation of any specific investment product or strategy. Views and opinions are subject to change at any time based on market and other conditions.

FOR INVESTMENT PROFESSIONALS ONLY

©2025 Wealthcare Capital Management LLC, Wealthcare Capital Partners LLC, and Wealthcare Advisory Partners LLC (collectively, “Wealthcare”) are registered investment advisors with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisors Act of 1940. All Rights Reserved.

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Wealthcare, in accordance with applicable laws, reserves the right to monitor, review and retain all electronic communications, including e-mails, coming through its networks and systems. Additional Important Disclosures may be found in the Wealthcare Form ADV Part 2A.