WFS Wealth & Financial Strategies
WFS Wealth & Financial Strategies was founded on the principles of quality advice and great service. Together we can build a comprehensive wealth accumulation plan, and ensure you have a lasting legacy for your loved ones.

BUSINESS OWNERS
Financial Planning for business owners is often two-sided: personal and business finances.
We provide you with financial clarity on both sides.

MEDICAL PROFESSIONALS
Financial advice for incorporated professionals is often two-sided- advice for the practice and personal financial advice.
Professionals are typically in the highest income tax bracket; we help professionals save taxes and keep more in their pocket.

AGRI-BUSINESSS
Farmers deal with a unique set of challenges. One of these challenges includes succession planning. A succession plan is the process of the transfer of ownership, management, and interest of a farm. When should a farm owner have a succession plan? A succession plan is required throughout a farm’s survival, growth and maturity stage.
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