This service offers goals-based guidance through technology and self-direction for individuals seeking to build wealth outside of their structured retirement plan. Users can link their bank accounts to this platform and begin saving and growing in a low cost, tax-efficient investment vehicle.
Level 2: WC360 - Foundations
This platform is designed specifically for busy young professionals looking to develop a personal strategy and a strong foundation for pursuing their life and retirement goals. Wealthcare360 – Foundations matches clients with an advisor who will provide guidance across a wide range of financial matters in order to assist the client in building a customized plan for achieving short-term and long-term goals.
Level 3: Wealthcare360
The Wealthcare360™ platform provides coordinated investment, estate, tax, and risk-planning services for professionals seeking to build a financial structure that aligns their decision-making with their most important life and retirement goals. Through ongoing and personalized support from The Johnston Group advisors, this suite of Wealthcare360™ services allows these professionals to become more productive and purposeful with their greatest asset: themselves.