Through your retirement years, we are here every step of the way. We invite you to take our short risk analysis questionairre.
We work hard to help you choose the right retirement path.
At Wealth Financial Services & Tax Advisory we believe in an educational approach and are here for you. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at Wealth Financial Services & Tax Advisory.
Wealth Financial Services & Tax Advisory provides investors custom-tailored strategies to meet short- and long-term needs. Our goal at Wealth Financial Services & Tax Advisory is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing innovative solutions to achieve financial independence.
Complete Income Tax Preparation (for those over 55) $149
Prepared by CPAs / EAs / Experienced Accountants
Offer valid for ages 55 and over
Personal Income Tax returns only
Services
Our agency takes pride in providing comprehensive retirement strategy services to our clients. We review our clients’ wills, estate plans/trusts, taxes and insurance. Our comprehensive services integrate all aspects of our clients’ financial picture in a coordinated effort to provide for financial clarity and multi-generational wealth.
COMRA
The Color of Money Risk Analysis was designed to help you better understand how your long-term goals should impact the financial decisions you make today. You can get your Color of Money Score by answering 11 simple questions. It’s the first step toward evaluating your finances using the most important criteria of all – your goals!
Vault
Never again worry about forgetting where you put your trusts, wills, powers of attorney, insurance policy, investments and other critical documents because they can now all be kept in one place that is easily accessible! Contact us today to learn more how Generational Vault can help ensure that you are left with clarity instead of chaos.
Generational Vault
Keep your financial information safe and secure.
Never again worry about forgetting where you put your trusts, wills, powers of attorney, insurance policy, investments and other critical documents because they can now all be kept in one place that is easily accessible! Contact us today to learn more how Generational Vault can help ensure that you are left with clarity instead of chaos.
Contact Us
If you have questions or would like more information about our services or solutions, please fill out the form below and we will respond shortly. Or simply contact our office by phone or email to schedule a no cost or obligation appointment with our team.
Wealth Financial Services & Tax Advisory
1130 W. Lake Cook Rd
Suite 230
Buffalo Grove, IL 60089
Phone: (847) 499-3454
info@wfsta.com