Whitney Bell Financial Services
Reach Your Life Goals with WBFS
B uilding Stronger Tomorrow
Set yourself up for success on the road ahead with confidence and financial stability
Your Financial Guide to Success
At WBFS, we pride ourselves on being an excellent source of information and support for our community. Our commitment to integrity, transparency, and honesty underpins everything we do
Estate Planning
Estate planning safeguards your family's financial future. By utilizing wills and trusts, you can ensure that your assets are distributed correctly, providing a lasting legacy and peace of mind for your loved ones.
Services
401K/IRA Rollover
The 401k rollover service focuses on simplifying the consolidation of retirement accounts to safeguard savings and provide a reliable income during retirement, with expert assistance available to help clients navigate the process
College Planning
Impact provides comprehensive college planning services, focusing on education savings and expert advice to help students select suitable educational programs
Annuities
Planning for retirement is crucial, and annuities can offer a reliable income stream during this phase.
Tax Services
The text highlights a service that offers comprehensive support for tax-related issues, including personalized tax planning, preparation, and advice tailored for individuals and businesses
Long-Term Care
As individuals age, they may require assistance with daily activities, making long-term care planning essential for safeguarding finances and maintaining independence
Business Solutions
The team offers assistance in setting up various financial and insurance strategies, including Key Person Insurance, Buy-Sell Agreements, Split Dollar Strategy, Executive Bonus Plans, Deferred Compensation Plans, Employee Benefits, and Succession Planning.
Debt-Management
We provide support in financial management aimed at achieving debt freedom, offering guidance on various types of debt, including credit card debt and tax debt, as well as budgeting strategies.
Benefits
Expertise
Our team of financial experts brings years of industry experience to guide you towards financial success, making sure you achieve your goals with confidence and clarit
Innovative
Stay ahead with innovative financial solutions that adapt to the changing market dynamics. We provide cutting-edge strategies and tools to keep you informed and empowered in the financial landscape.
Personalization
Tailored solutions that cater to your unique financial situation and goals. We understand that every individual has different needs and our services are designed to meet those needs effectively.
