Weinlander Fitzhugh - Certified Public Accountants & Consultants

Financial Planning

Weinlander Fitzhugh offers a full range of financial services through its affiliate Assured Financial Advisors, LLC. We recognize that our clients want a personal relationship with a financial advisor who has the experience and professional expertise to help address their concerns. AFA can provide the following services:

  • Financial planning
  • Retirement planning
  • Estate planning
  • Insurance evaluation
  • Asset management
  • 401 (k) plans
  • Pension and profit sharing plans

Estate and Gift Tax Planning

You work hard to accumulate your wealth; WF works hard to see that your heirs keep as much of it as possible after your death. We will help you investigate different means of passing assets on during your life and prepare a plan of distributing your estate upon your passing that complies with your wishes and uses all legitimate ways to make the state and federal estate taxes the lowest possible. We can help you with the following:

  • Wealth management/gifting strategies
  • Use of wills or revocable living trusts
  • Long-term care/Medicaid planning
  • Use of life insurance in planning your estate
  • Value of charitable bequests
  • Direction of retirement plan assets at death

Are You Ready To learn more about how wf can help you?   Let's Start The Discussion