Personalize Your Retirement Planning
Making sure you have enough income in retirement can be a daunting task. Whether you are just starting your career or nearing retirement our Investment Representatives are available to explain the different retirement account options open to you, help you establish your own personalized retirement plan, and discuss different investment strategies with you.
Our Personalized Approach
At WFS, we understand that one retirement strategy does not fit all which is why our Investment Representatives start your retirement planning process with a complimentary consultation to assess your individual financial goals. We look at your entire financial picture to develop a personalized retirement plan to keep you aligned with your retirement goals.
Long-Term Partnership with Continual Reviews
WFS also recognizes that life has its changes — which is why we offer ongoing reviews of your financial plan and accounts to make sure your portfolio stays in sync with your long-term retirement goals.
Let our WFS Investment Representatives help you choose the investment products best suited to your needs:
Wescom Financial Services offers traditional, SEP and Roth IRAs. IRAs are designed for retirement savings and offer specific tax advantages. Your WFS Financial Representative can help you determine which investment is right for you.
Get the most out of your 401K. A WFS Investment Representative can help you
consolidate and manage all of your employer-sponsored retirement plans.