close
Login to Wescom Login to Evision Login to Clear1 Schedule An Appointment
Find An Advisor Investments
ADVISORY SERVICES Annuities MUTUAL FUNDS
Financial Planning
College ESTATE & INHERITANCE Insurance Retirement Solutions
Retirement Solutions
CALCULATORS & TOOLS Planning
Investor Education Insurance Solutions
Calculators
Events Calendar Contact Us About Us Site Map
We're sorry, Internet Explorer is not a supported browser. Please use Microsoft Edge, Firefox, Safari or Google Chrome Browser. We apologize for any inconvenience this may cause.

Planning

Contact Us Schedule an Appointment

Personalize Your Retirement Planning

Making sure you have enough income in retirement can be a daunting task. Whether you are just starting your career or nearing retirement our Investment Representatives are available to explain the different retirement account options open to you, help you establish your own personalized retirement plan, and discuss different investment strategies with you.

Our Personalized Approach

At WFS, we understand that one retirement strategy does not fit all which is why our Investment Representatives start your retirement planning process with a complimentary consultation to assess your individual financial goals. We look at your entire financial picture to develop a personalized retirement plan to keep you aligned with your retirement goals.

Build Your Plan

Can we help you find something?

Long-Term Partnership with Continual Reviews

WFS also recognizes that life has its changes — which is why we offer ongoing reviews of your financial plan and accounts to make sure your portfolio stays in sync with your long-term retirement goals.

Review Your Plan

Individual Retirement Account (IRA)

Wescom Financial Services offers traditional, Simplified Employee Pension (SEP), and Roth IRAs. IRAs are designed for retirement savings and offer specific tax advantages. Your WFS Financial Representative can help you determine which investment is right for you.

Learn More

401(k)

Get the most out of your 401(k). A WFS Investment Representative can help you consolidate, rollover, and manage all of your employer-sponsored retirement plans to maximize your savings power. We’ll help you decide which investment is right for you.

Learn More

Features & Benefits

Schedule an Appointment

Meet with a WFS Financial Advisor to discuss your financial goals in order to develop the right investment plan specific to your unique financial needs.

Schedule an Appointment
Market Summaries

Access videos and interactive multimedia covering current market performance, important current events and key data release dates.

Learn More
Calculators

We offer a wide variety of interactive and easy to use financial calculators that can help you determine and plan your investment, retirement and educational savings goals, giving you interactive charts and graphs to help visualize and monitor your progress.

Explore
Newsletter

Stay up-to-date on the latest financial issues across a variety of topics including retirement, investments, personal finance, annuities, insurance, taxes, college, government benefits and more.

Learn More
Seminars

Attend a complimentary seminar and join leading industry experts to discuss topics designed to give you the information you need to make important life decisions.

Learn More

Calculators

The Impact of Saving More The Benefits of Compounding Save for College
Need to Get In Touch?
Schedule an Appointment
Ready to Get Started?
Get Started
Most Common Questions