WFS Is Trained in Financial Transitions, Not Just the Work
At WFS, we have helped many widows regain their financial footing. But what sets us apart is that we recognize the stress and grief you are suffering. We are trained to help you pace yourself emotionally and support you.
- We help you set new goals and lifestyle expectations.
- We help make the necessary transfers and get new estate planning documents in place.
- We can manage your investment assets an ongoing basis to support your desired future.