Meet with a CFS Financial Advisor to discuss your financial goals in order to develop the right investment plan specific to your unique financial needs.
Navigating inherited assets, such as IRAs, 401(k)s, annuities, and advisory accounts can get complicated. We’ll help simplify the process and develop a sound strategy together.
In the event your income suddenly stops or in untimely death, life insurance can help financially cover the ones you love. We offer term and permanent life insurance products provided by some of the industry’s leading insurance companies. WFS can help you decide what option is best to secure your legacy. There are various reasons to establish a trust and we can help you in determining the most appropriate solutions for your needs.