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.

Investment News Free Webinar - To Roth or Not to Roth

Join Evan Cooper and Fred Gabriel from Investment News as moderators with David Loeper and Edward Slott for a free webcast, Roth or Not to Roth?

Tuesday, March 9, 2010 from 4:00 p.m. - 5:00 p.m. ET

1 CE credit for CFPs and CIMAs (non-IMCA credit)

Click here to register

New Books Available!

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

No Time to Read Loeper's Books?

David Loeper has recorded three webinars covering the key information from each of his books released this year. Click on the links below to review the materials.

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

The Wealthcare Movement in the News

David Loeper Appears on CNN

David Loeper recently appeared on CNN's American Morning as part of Gerri Willis' "Nickel & Dimed" series. Click here to view the segment.

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

Alpha or Wealth?
by Sam Bass

A Tale of Two Investors
by Brian Murphy

The Levers to Financial Freedom
by Russ Thornton

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

The Compound Shell Game
by David Loeper

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.