At Financeware, we know that the most significant task a financial advisor has is to help clients meet their life goals. That is why we have developed a process that allows advisors to do that task. We call it wealthcare, and we support it with sophisticated probability analysis tools, training, and unique insight born of a commitment to an integrated wealthcare approach. Whether you are looking for more information about our process or want to try the probability analysis and Monte Carlo tools that support it, this site is designed to comprehensively introduce wealthcare to you so that you can deliver wealthcare solutions to your clients.

We want to help you become a better financial advisor. Learn more about wealthcare, read some of our groundbreaking white papers, or take a look at our case studies. Then sign up for a free account and see how our tools support your ability to build better financial strategies.

Free Webinar Series!

Dave Loeper is presenting four complimentary webinars that will walk attendees through the client-focused, patented process called Wealthcare. Click here for more information.

Investment News Free Webinar - To Roth or Not to Roth

A recorded version of the Roth or Not to Roth? webinar is now available here.

Restoring Trust through Ethics and Integrity – Building a Practice that is "Beyond Reproach"

Beyond Reproach: Are You a Fiduciary?

Breaking the Track Record Addiction to Build a Practice that is "Beyond Reproach"

Keeping Your Resolution to Build a Practice That is "Beyond Reproach"

BEYOND REPROACH - A New Year, a New Vision and a New Practice that is "Beyond Reproach"

The Wealthcare Movement in the News

Read about how our advisory board members are changing financial services to make the most of their clients' lives, and their own.

The $2 Million Charity Challenge to Active Investors
by David Loeper

Alpha or Wealth?
by Sam Bass

A Tale of Two Investors
by Brian Murphy

To Roth or Not to Roth, That is the Question
by David Loeper

Building a Practice in America's Fastest Dying City
Mowry Young - by Robert Huebscher

The Compound Shell Game
by David Loeper

The Levers to Financial Freedom
by Russ Thornton

New Books Available!

Stop the Retirement Rip-Off
Stop the Investing Rip-Off
The Four Pillars of
          Retirement Plans

Updated Value Proposition Power Point Available

We've updated the look and feel of our popular Wealthcare value proposition presentation for clients; click here to open.

Plan Sponsors:

Check out our new FREE
"Fee Compliance Kit" for plan sponsors at www.401kripoff.com.