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Estate & Inheritance

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Estate and Inheritance

Whether you have questions about your inherited assets or want to learn more about protecting your loved ones, we’ll help make sure you have a plan in place.

Inherited Assets

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.

Life Insurance

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.

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Features & Benefits

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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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