W K Financial

Welcome to our firm, a trusted provider of financial planning and wealth management services. Our team of experienced advisors is dedicated to helping you protect and grow your assets, realize your financial goals, and navigate the challenges and complexities of wealth management.

At our firm, we understand that each client is unique and has unique financial goals and needs. That's why we take a holistic approach to financial planning, considering all aspects of your financial life and working with you to develop a personalized plan that meets your specific goals and needs.

Our advisors have extensive experience in the financial industry and are committed to staying up-to-date with the latest trends and best practices. We are proud to be part of the Assante network, which allows us to offer our clients a wide range of financial products and services, including investment management, retirement and estate planning, and insurance and living benefits.

Our Services

Financial Planning: We work with you to develop a comprehensive financial plan that takes into account all aspects of your financial life, including your goals, current financial situation, and risk tolerance. Our advisors will help you make informed decisions about your financial future and put you on the path to financial success.

Investment Management: Our investment management services are designed to help you grow and protect your wealth. Our advisors will work with you to develop an investment strategy that aligns with your goals and risk tolerance, and will continually monitor and adjust your portfolio to ensure it stays on track.

Retirement & Estate Planning: We can help you plan for your retirement and create a legacy for future generations. Our advisors will work with you to develop a plan that takes into account your retirement goals, estate planning needs, and tax considerations.

Insurance & Living Benefits: We offer a range of insurance and living benefits products to help you protect yourself and your loved ones. Our advisors will help you choose the right products for your needs and budget.

Business Planning: We work with business owners to develop a financial plan that takes into account the unique challenges and opportunities of running a business. Our advisors will help you plan for the future and make the most of your business.

The Assante Advantage

At our firm, we are proud to offer our clients the Assante Advantage, which includes:

• Complete financial advice for all your wealth planning needs
• A team of experienced advisors dedicated to helping you protect and grow your assets
• Access to a wide range of financial products and services
• A holistic approach to financial planning
• Regular reporting, service, and management

Experience the Assante Advantage by working with our team of experienced advisors to develop a personalized financial plan that meets your specific goals and needs. We look forward to helping you achieve financial success.