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.
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..
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.