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Getting Started

Planning for retirement is an ongoing journey and we’re here to help you feel prepared every step of the way.

Nearing Retirement

To ensure a successful retirement plan, it’s worth it to take a step back and review your portfolio with WFS. We’ll help you decide when to consider claiming Social Security benefits and how being married, divorced, or widowed can impact your benefits. We recommend an annual review with your financial advisor in order to evaluate the current situation and make any changes that might be required..

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In Retirement

Your legacy matters – especially to your loved ones. We’re here to help make sure you have a financial plan in place, empower the right person to manage your finances and medical decisions, distribute assets according to your wishes, and understand how your Social Security benefits, rental properties, or pensions impact your overall income.

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Features & Benefits

Schedule an Appointment

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.

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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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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.


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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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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