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 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.
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
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 explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
How much will it cost to pay off a loan over its lifetime?
This calculator is designed to help you attach a dollar figure to your life’s work.