Life Insurance: Life insurance has many practical applications for both business and personal use. Not only have we protected families and businesses, but the right product can provide tax free income down the line.
Fixed Indexed Annuities: Upside potential, zero downside risk. A great product for those who have suffered losses in their portfolio due to market volatility.
Social Security Planning: WD has a great tool that will allow us to plug and play your information, show you the best course on how and when you should take social security.
Buy Sell Agreement: A must for any partnership and/or family business.
IRA Rollovers: Our fastest growing service at WD. Many people with old IRAs and 401ks from previous employers are looking for a safe vehicle for those funds.
Could your HR department use extra support? Whether you’re looking for ready-to-print employee flyers featuring targeted health, safety and wellness issues or searching for legislative information, communication or HR administration tools. We at WD offer a wealth of time-saving HR tools, guides, and educational resources.
Below is a sampling of WD's client resources.