Certa Advisors

At WealthFlow Financial, our mission is to empower individuals to navigate the complexities of retirement planning with confidence and clarity. We believe that every individual deserves a secure and fulfilling retirement, and our team of experts is dedicated to helping achieve this goal.

Our Story

WealthFlow Financial was founded on the principles of exceptional customer service, unbiased advice, and a commitment to putting our clients' best interests first. Our team of experienced professionals has years of combined expertise in insurance, retirement planning, and financial services. We take the time to understand each client's unique situation, goals, and concerns, and develop personalized strategies to help them achieve their financial objectives.

Our Services

We offer a wide range of services designed to help individuals prepare for a secure and fulfilling retirement. Our expertise includes:

• Federal Employee Benefits: We specialize in helping federal employees maximize their benefits and plan for a secure retirement.
• Asset Allocation & Risk Management: Our experts assess your financial situation and develop a customized investment strategy to help you achieve your goals.
• Legacy for Loved Ones: We help you plan for the future and ensure that your loved ones are protected and provided for.
• Long-Term Care: We help you create a plan to ensure that you have the resources you need for long-term care and support.
• New Generation Retirement: We help you plan for a secure retirement and ensure that your legacy is protected for future generations.
• Tax Strategies: Our experts help you minimize your taxes and maximize your savings.

Our Team

Our team of experts is dedicated to providing exceptional service and personalized attention to each client. Our team includes:

• Jay Shareef: Vice President and expert in retirement planning and insurance benefits.
• Chris Rhoads: Vice President and registered investment advisor with expertise in insurance and investment planning.
• Traycee Gales: Director of Federal Benefits and expert in employer benefits and retirement planning.

Get Started

At WealthFlow Financial, we believe that every individual deserves a secure and fulfilling retirement. Our team of experts is committed to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards a secure and prosperous financial future.