Financial Planning Services

LIFETIME STRATEGIES FOR LIFETIME CLIENTS

Securing your dreams takes effort and energy, leaving little time for wealth management. We can take that responsibility off your hands while helping you pursue your goals. With us as your wealth advisors, you will enjoy the confidence that comes from knowing that an experienced wealth management company is handling your plan.

Since 1983, we have been helping our clients work toward financial security with our personalized approach to wealth planning, accumulation and preservation.

Rest assured that our goal is to help you maintain the standard of living to which you have become accustomed, and to preserve your wealth for your children and grandchildren.  In developing and maintaining a well thought-out wealth accumulation plan, we focus on a variety of personalized strategies. We have access to a broad range of non-proprietary financial products from which to choose to help pursue your goals.

At Washington Financial Group (WFG) you will work hand-in-hand with your personal wealth advisor to develop your goals. Providing support and expertise to your personal wealth advisor is a highly qualified team of financial specialists.

SEAMLESS PROACTIVE SERVICE

Wouldn’t you rather be playing the back nine of Pebble Beach or flying to that special sun-soaked island than dealing with multiple financial service companies?  Our seamless proactive approach to client service is all about saving you time and providing confidence. This comprehensive structure means we can address all your financial investment needs, eliminating the complexities associated with working with more than one company.

We offer a full range of services, but regardless of which service you choose, we will review your portfolio proactively, anticipating your needs before you do. This process aims to ensure that your investments keep pace with the changes in your life.

WEALTH PLANNING

This is where our specialists in asset allocation, investment research and estate distribution develop a comprehensive accumulation and preservation plan that best addresses your needs and goals.

 

 

ESTATE PLANNING

Establishing an estate plan as part of your comprehensive wealth plan can be one of the most effective ways of lowering estate taxes, while providing for your family and leaving a legacy for the future. We coordinate with your attorney to implement your estate plan from beginning to end.

RISK MANAGEMENT PLANNING

Our risk management team will evaluate your non-financial risks, such as umbrella coverage, long-term care coverage, life coverage and medical coverage to help ensure the unexpected does not put a halt on your future retirement.

 


Have Financial Confidence and Fully Embrace Life

There’s no time like the present to prepare for those long-awaited days of pursuing your passions, whether it’s learning to play golf or nurturing your grandchildren. We can help you maximize the amount of free time you so richly deserve. By working with us now, we can arrange all the details that will affect your financial future, striving to ensure that you and/or your loved ones from having to make difficult decisions later.

Come work with Washington Financial Group – where we strive to enhance our clients’ quality of life through our values-based planning services. Freeing your mind to enjoy the things that are important to you.


 

For more information, please contact us.