If option 3(c) appeals to you, contact us to arrange a "good fit" call to learn how we can work together.
Besides the specific financial services we offer, we've learned our clients often need help in three important areas that support life purpose and legacy. We call this being your thinking partner.
Investor stamina: Financial confidence. How to balance risk and reward in a changing world. We improve your "money mindset" by helping you make sense of investing and the impact of politics, the pandemic, inflation, and the growing complexity of life.
Family preparedness. Pursuing goals. We help families work toward putting children through college. We help with longevity issues such as Social Security, Medicare, generational planning, long-term care.
Money infrastructure: Managing the money. We break down the pieces of the "money skillset" needed to handle your finances over the lifetime of you (and loved ones, as applicable).
Financial planning and investment mean different things to each of us. For some it’s all about a secure and comfortable retirement while others need guidance on how to invest their money or how to transfer their family wealth.
We are here to help you navigate through the difficult times and to celebrate life's milestone moments.
You have the right to expect financial and investment recommendations based solely on your unique needs and goals, consistent with the objective of enhancing your financial well-being.
Our process operates under the guidance of the above statement as we take clients through the six steps of traditional financial planning:
We work best with a client who is ready to work with a professional financial advisor. The client is seeking a long-term, trusted planning and investment consulting relationship with a team of knowledgeable and caring professionals.
We offer a complimentary initial consultation to learn about your goals and needs and provide information on how we work. You are under no obligation to work with WFS by having this consultation. We answer your questions and provide you details on our services and fees. This is your first opportunity to determine whether we are a good fit for you. If we aren’t, we will be happy to refer you to other resources that may be a better fit.