Welcome to WT Financial Services
Honesty — Integrity — Experience
Are you a new client looking for information?
Are you a new client looking for information?
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
U.S. home values held steady in 2023, even as mortgage rates rose to the highest levels in a generation. What could the current state of the housing market mean for the broader U.S. economy?
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
How much can you afford to pay for a car?
How much will it cost to pay off a loan over its lifetime?
How Long Will Your Funds Last?