Planning for your retirement is an essential step toward a successful financial future. Laws affecting retirement plans are constantly changing — it is our job to facilitate the retirement planning process and make sure that our clients’ plans are always in compliance.
Let us be your liaison. From corresponding with the IRS to partnering with accountants we make sure your paperwork is up to date and filed correctly and your plans are as efficient as they can be. We pride ourselves on being accessible to our clients; members of our team are always on hand to provide peace of mind that your investments are secure.
At WIA Consultants we believe that no contribution is too little and it is never too late to start planning for your retirement.