Businesses & Executives

The professionals working with WD Financial Solutions understand and appreciate the challenges faced by small business owners and entrepreneurs. Having to focus on the many aspects of completing the puzzle of your sustainable and successful business can be stressful and overwhelming. WDFS can help you prepare for your future and the future of your family, while you concentrate your energy on growing your business, hiring and retaining quality employees, and increasing your company's value. As a Fee-only Fiduciary Advisor, WDFS is committed to collaborating with you to plan and implement recommendations designed to meet your goals in your best interest, in the best interest of your business and in the best interest of your employees as retirement plan participants.

WDFS Business Financial Planning Service Offerings

Business Planning: We provide consulting services for clients who currently operate their own business, are considering starting a business, or are planning for an exit from their current business. We collaborate with you to assess your current situation, identify your objectives, and develop a plan aimed at achieving your goals. Core financial goals-based services offered to help our business clients include:

  • Financial Planning
  • Cash Flow Management
  • Insurance Planning
  • Investment and Asset Management
  • Business Succession Planning