We understand that you may not have the time or necessary resources to acquire the knowledge and information it takes to have a comprehensive, integrated and fully coordinated plan to accomplish all your goals and objectives.
This is why several years ago we had a vision to create one comprehensive resource center that would bring independent financial, tax, legal, and insurance professionals together – under one roof- to objectively analyze and fulfill all of your family’s needs. We're happy to report that after years of planning, preparation and due diligence, we opened the Lineweaver WealthWATCH Center in 2008.
The WealthWATCH Center’s portfolio of services provides clients value and convenience on tax preparation and services; the design and creation of needed legal documents through our strategic partnerships with Law firms experienced with and specializing in estate planning and elder law; and a customized, fully integrated, and comprehensive financial plan through our exclusive WealthWATCH planning process. This is all coordinated to provide the confidence that all your financial affairs are being managed intelligently. Automatic updates are available at your fingertips, thus saving you valuable time and money so you can focus on yourself, your family and everything that is important in your life.