Welcome to WT Financial Services
Honesty — Integrity — Experience
Are you a new client looking for information?
Are you a new client looking for information?
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
This article provides an overview of four estate planning documents that almost everyone should have: a durable power of attorney, a medical directive, a will, and a letter of instruction.
This calculator can help you determine whether you should consider converting to a Roth IRA.
How much will it cost to pay off a loan over its lifetime?
How Long Will Your Funds Last?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.