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Life Event Planning

Life Event Planning

Ultimately things happen in your life.  Perhaps a child is going to college, a parent is moving to an assisted living facility, or your own retirement is approaching, and you are worried about how to take care of your loved ones after these events.  It is important to set up the “what if’s” so that you can be prepared for sudden eventualities. Many financial planners behave from a perspective that there is an unlimited pool of money from which to draw, when the reality is that your pool is finite and must be allocated based on your personal priorities.  That’s why WFS lets you be in the driver’s seat and dictate what is actually important to you. 

Always remember, it’s about YOU.