Services

Dependable, Consistent, and Personal

Service and personal attention are paramount. We provide our clients with investment advice and access to products from many of the nation’s leading investment companies. Before we make the investment recommendations, we first need to fully understand your needs and goals. Together we evaluate and plan for long term wealth. WFG offers the complete array of wealth management services including:

Investments

  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuitie

Tax Planning

  • Insurance Planning
  • Disability Income
  • Life Insurance
  • Long Term Care

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Planning
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans
  • Year End Tax Planning Strategies

*Financial Planning is offered through LPL Financial.