Case Studies

When RFG Advisory introduced Wealth.com to its network of independent advisors, Andrew saw a way to bring estate planning in-house, streamline the process, and guide clients personally through one of the most overlooked aspects of their financial lives.

About Luke & Financial Integrators Based in Joplin, Missouri, Luke Taggart is a Financial Advisor at Financial Integrators, where he helps business owners and families bring clarity and confidence to every financial decision. His firm takes a holistic approach to financial planning, integrating retirement, tax, and estate strategies to create truly comprehensive solutions. Luke is […]

The Challenge: Referring Out and Losing Opportunities Before Wealth.com, David Cadarette would refer clients to outside attorneys for estate planning, a process that was both cumbersome and created unnecessary complexity for his clients, many of whom faced analysis paralysis when it came to estate planning decisions. Despite his passion for estate planning education, referring clients […]

The Challenge: Bringing Estate Planning to an Underserved Market For nearly two decades, the PATH team has been committed to helping blue-collar and public-sector workers protect their hard-earned savings. The team at PATH Financial Partners, including financial advisors Jason Oestreicher, CFP®, Nick Brown, Travis Rich, and operations manager Daniel Erazo, serve teachers, higher education employees, […]

The Challenge: Overcoming Disjointed Estate Planning and Client Confusion Brad Gotto, CEO of Fiat Wealth Management, works with a unique group of hardworking, first-generation wealth clients who have accumulated between $1 million and $10 million in assets. Many of these clients did not fully understand their existing estate plans, often relying on outdated legal documents. […]

The Challenge: Managing Complex Estate Structures and Tax Strategies for Business Owners and Executives Prime Capital Financial has been helping business owners, key executives, and high-net-worth individuals navigate complex financial and estate planning challenges for over 30 years. The firm is known for offering tailored solutions for succession planning, retirement, and legacy preservation. Will O’Rourke, […]

Archer Investment Management adopted Wealth.com to replace an ineffective estate planning tool, enabling 35 families in 35 weeks to complete long-delayed documents.

The Challenge: Overcoming Estate Planning Misconceptions For years, Kevin Thompson has helped retirees navigate the complexities of financial planning. However, a common misconception among his clients was that estate planning was only for the ultra-wealthy or prohibitively expensive. Many retirees overlooked critical documents—such as medical directives, durable powers of attorney, and living wills—that could significantly […]

Transcript: I’m Matt Gottshall. I’m a financial advisor here at Balance Wealth Group, and I’ve been in the industry now for about 10 years. If you include my internships with the team. And I’ve been on htis team the entire time. We have this vision of being a one stop shop for people. One of […]

Transcript: My name is Danny McAuliffe. I’m a financial advisor at Perigon Wealth Management. We were pretty particular in our due diligence process of, what we wanted to, what we were looking for in a partner. One of the key components was actually estate plan creation. Before Wealth.com, we would have clients who would literally […]

Transcript: I’m Domenick D’Andrea of DanDarah Wealth Management. I’ve been a practicing financial advisor for just about 31 years. And we’ve added Wealth.com to our platform of financial services. “It’s been an extreme game changer for both our clients and prospective clients.” We’ve had nothing but phenomenal responses from all of our clients and prospective […]

Transcript: The biggest estate planning challenges my clients face are getting the right advice at the right time. My name is Mike Kato. I’m the head of financial planning at GC Wealth. My role is to design and develop our financial planning offering. Relying upon traditional estate planning tools was not going to cut it. We […]