Individuals, Families & Professionals

Whether you are beginning a new career, starting a family, changing careers , starting a new business venture or preparing for the next phase of your journey free from work and business responsibilities, WDFS can help you plan to meet your financial needs for each milestone.

We believe thoughtful and sound financial planning today can improve your quality of life for tomorrow and for generations to come.

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:


  • Financial Planning
  • Retirement Planning
  • Cash Flow/Budget Management
  • Debt Management
  • Risk Management
  • Education Planning
  • Estate Planning
  • Legacy Planning
  • Investment Management
  • Financial Education / Seminars