Services

We deliver tailored, insightful financial planning and advice that empowers you to maximize your quality of life. Our planning approach is ongoing and evolving based on the changes in your life and the surrounding financial markets. Our comprehensive services and robust plan make your life richer and more fulfilling.

Financial planning is where life’s big questions get answered.

Despite amassing a substantial amount of wealth over the years, we understand your persistent, nagging thoughts like: “But is it enough?” “Will I ever feel financially secure with so many unknowns?” “Can I be sure of when to retire?”

The Wealthway Financial Advisors Process is proven to answer those questions and allow you to feel the freedom and control over your finances that you desire.

Your Plan for Life Goes Beyond Investment Management

We deliver tailored, insightful financial planning and advice that empowers you to maximize your quality of life. Our planning approach is ongoing and evolving based on the changes in your life and the surrounding financial markets. Our comprehensive services and robust plan make your life richer and more fulfilling.

  • EGoal-focused financial planning
  • ERetirement Planning
  • EPlanning-Driven Portfolio Management
  • ECash Flow and Tax Planning
  • EElder Care
  • EMortgage Strategies
  • EEstate Planning
  • EOngoing Investment Monitoring
  • EInsurance Solutions
Our Proven Process

Through individual consultation, we integrate personalized financial planning and expert investment management to deliver tangible, goal-oriented results.

If this sounds like the right process and approach for you, we’d love to help you start planning for your future.

 

Take the next step by setting up a consultation with our advisors.

Data Gathering

We know you’ve already done your homework and may step into our office with ideas, objectives, or questions of your own. So, for most of our first meeting together, we listen. We find out what’s important to you – things like your family, your health, and your ability to travel frequently. Then, we comb through all of your existing numbers to ensure we have all the available data to make the smartest recommendations moving forward.

Analysis & Strategy

Now, here’s the fun part. You get to sit back while we go to work and demonstrate how the investment portfolio really is servant to the financial plan. By committing to rational investor behavior, you will start to see how you can experience lasting financial accumulation the Wealthway.

Implementation

After a detailed review and explanation of the comprehensive plan we’ve proposed, it’s time to put things in motion. We know you want to discover financial success in what you build, not just what you buy, and this is how we do it.

On-going Review

Planning is intrinsic to everything we do. We believe that a good plan is dynamic and requires continual updates and revisions. It’s fluid, in-motion, and constantly changing; much like life. When you work with Wealthway, you will always know where you stand because we never stop recalibrating, moving you forward, and driving your net worth higher toward your ultimate aspiration.

Relax & Enjoy

Although we can agree that financial security is more important than financial stuff, we’ll provide you with the wisdom to make informed decisions of when to buy that luxury car or when to take your next big family vacation. Why work so hard if you can’t also enjoy the fruits of it?

Discover Your Path to Financial Clarity

Want to learn more about Wealthway Financial Advisors' Financial Planning Services and see if we're a good fit?

I’ve got a team there who’s got my back. They know me.

Gene Soltner
School Administrator

They really honestly wanted to help us. We could tell they had our best interest at heart.

Kitty & Barry Katz
Retirees

The testimonials presented were voluntarily provided by individuals who were clients of Wealthway Financial Advisors at the time of production and are not paid endorsements. No compensation or other remuneration was provided in exchange for clients' testimonials. Quotes have been edited for length and clarity. Testimonials are not indicative of future performance or success.

Dollars & Common Sense

Listen to the latest episode of “Dollars & Common Sense”, hosted by Kevin J. Zywna, CFP®.

We offer objective, unbiased financial advice to listeners throughout Hampton Roads. Our goal is to provide you with the industry information and expertise you need, and nothing you don’t.

Start Planning For Life

Fill out the form below to request an information packet from our advisors and schedule a complimentary consultation.