Our Services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

 

 

At W Financial Services, Inc., we provide assistance in the following areas:

* Investments:  
  • Bonds
  • Common Stock
  • 529 College Savings
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuity
 

Financial Planning:

  • Retirement Plans
  • Tax Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Estate Plans
  • Money Purchasing Plans
  • Profit Sharing Plans
 
 

Group Benefits

  • Health Insurance
  • Long Term Disability
  • Short Term Disability
  • Life Insurance
  • Dental Insurance
  • Self Funded Plans
  • Voluntary Insurance
  • Long Term Care
  • 529 College Savings
  • Vision
  • Key Man Insurance
  • Buy/Sell
  • 401 (k)
  • Retirement Plans
  • Deferred Compensation
  • Sep and Simple IRA
 

Individual Insurance

  • Health Insurance
  • Temporary Health Insurance
  • Medicare Supplement Plans
  • Medicare Part D
  • Dental
  • Life Insurance
  • Disability Insurance
  • Long Term Care