Welcome to WT Financial Services
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Are you a new client looking for information?
Are you a new client looking for information?
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
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 article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
How Long Will Your Funds Last?
How much will it cost to pay off a loan over its lifetime?
A balance sheet summarizes your assets and liabilities and reveals your net worth.