Financial Advisor's Services

While developing a customized financial program, WM Financial 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, our Financial Advisors 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:

 

  • Fee-Based Investment management
  • Retirement Planning Strategies                                                                
  • Estate conservation
  • Life Insurance and annuity products
  • Company 401(k) and 403(b)
  • Long Term Care Insurance