Management Services

Life Planning

This process includes an initial assessment of your life goals, together with a detailed analysis of your financial resources.  Wills Financial Group then prepares a recommendation as to how your assets can best help you achieve your objectives.  Typical goals range from saving for college to planning for retirement.

Portfolio Building

Wills Financial Group suggests a long-term investment strategy to increase your current resources. The focus is on achieving the ideal balance of cash, bonds, and stocks with high dividend potential.  Portfolios are constantly re-evaluated and reviewed during personal meetings.

Retirement Planning

Wills Financial Group forecasts the estimated total worth of your IRAs, 401(k)s and long-term savings at the various ages when you might wish to retire.  Then the goal is to grow these targeted investments so they meet or out-perform projections.  This plan provides financial security, while it allows you to realize dreams such as funding a grandchild’s education or taking that once-in-a-lifetime trip.

Estate Planning

From investments to personal property, you need to arrange for the distribution of your assets at the time when you are no longer here or able to plan for yourself.  Whatever your estate planning goals, Wills Financial Group works with you and your attorney to maximize trusts, gifts, and philanthropic bequests.

Small Family Office Services

At some point, you may need the Wills Financial Group supplemental small family office services.  The most commonly-requested assistance is with bill paying, record-keeping, and organizing tax information. 

Wills Financial Group, Inc. (WFG) is registered as an Investment Advisor with the U. S. Securities and Exchange Commission and also provides notice filings to the Commonwealths of Pennsylvania and Virginia.  WFG is not rendering or offering to render personalized investment advice or financial planning advice through this website. This media is limited solely to the dissemination of general information regarding the adviser’s offer to provide services and gives an efficient method in which a prospective client may contact the adviser. Advice can only be rendered after full disclosure of services and fees and upon a signed contractual arrangement between WFG and client.