To paraphrase Lewis Carroll, if you don’t know where you’re going, any road will take you there.
Build a Road Map to your Goals
Retirement isn’t a destination, it’s a continuation of the journey. We help you prepare so that the road leading up to retirement is just as smooth as the road beyond. Our approach is comprehensive. We work with you to evaluate your current financial position, identify goals, and develop a realistic strategy. Whether evaluating investment options, tax liabilities or insurance needs, we break down the complexities so you can make choices that fit your life. For over 30 years we’ve worked to help our clients move forward with confidence. Let’s talk about how we can do the same for you.
Steps Towards Retirement
Taking the First Step
Designing a Plan
Navigating the Road Ahead
Staying on the Right Path
Questions We Can Help You Answer
- Am I able to fund short-term goals without hurting my long-term goals?
- Am I contributing enough to my retirement accounts?
- Am I able to retire?
- Am I able to pay for long-term medical needs?
- Am I going to run out of money?
Certified Financial Experts™
At WFA, you have access to team of professionals including SEC-Registered Investment Adviser Representatives, CERTIFIED FINANCIAL PLANNERS™, and Certified Public Accountants. These individuals provide investment management, tax planning, retirement planning, estate planning, and risk management services. Our financial advice considers your personal situation as a whole, so you can feel confident about your decisions.
We will help you reach your goals
Goals may not feel achievable until you have a plan to make them real. Our CERTIFIED FINANCIAL PLANNERS™ can help you develop a plan to get you to, through, and beyond retirement.
Learn more by scheduling a free consultation.