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Services to Maximize Your 401(k) and other Employer Sponsored Retirement Plans

At Wescom Financial Services, our representatives can help you make the most of your Defined Contribution Retirement Plan. Whether you have a 401(k), 403(b), 457(s), Thrift Savings, or Pension Plan, our expert staff knows the tax-advantages and strategies you need to maximize your employer sponsored retirement plan.

401(k) and Pension Rollovers

A rollover is a great way to combine your retirement assets from various sources, like moving a 401(k) plan from your previous job, into a single investment account to maximize your retirement savings power. We can guide you through this process, providing you with the investment strategies you need to fully utilize the tax-advantages available to you.

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Retirement Plan Check-Ups

Your WFS Financial Representative is available to meet with you to help you monitor your savings progress in relations to your retirement goals — and evaluate if the goals you’ve set for yourself are realistic. A 401(k) or other retirement plan check-up is a great way to make sure your investment strategy is still aligned with your current goals and working to its full potential.

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Features & Benefits

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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.

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Market Summaries

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

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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.

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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.

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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.

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