Welcome to WT Financial Services
Honesty — Integrity — Experience
Are you a new client looking for information?
Newsletters
-
It’s Complicated: Inheriting IRAs and Retirement Plans
The SECURE Act of 2019 dramatically changed the rules governing how IRA and retirement plan assets are distributed to beneficiaries.
-
How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
Calculators
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.