WC360™ – Foundations

WC360™ – Foundations


Wealthcare360™ – Foundations clients primarily work with The Johnston Group advisors through the firm’s customized investing platform.  Together we focus on building and growing your assets to support short-term and long-term goals. 

In addition, clients receive:

  • initial planning exercise
  • annual check-in meetings 
  • Customized Charles Schwab Intelligent Portfolio investing platform

The Johnston Group advisors provide leadership and direction across a broad spectrum of topics, including: 

  • Insurance (Life, Disability, Property, and Casualty) 
  • Estate Documents (Wills, Health Care Directives, and Power of Attorney)
  • 529 College Savings Accounts 
  • Consultation of Employer Retirement and Benefit Programs 
  • Tax Strategy and CPA Referral
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