Retirement Planning

When you are over 45, you have probably realized that your life is a bit more complicated than it used to be. Multiple retirement accounts from past employers, mortgages, and the myriad of other financial details of a well-seasoned life makes effective retirement investing complex and intimidating.

icon-handshakeLong-Term Investing: Long Term Relationships

At WVFA, our client relationships are very much like our retirement investments: stable, dependable, valuable, and long-term. When you start a retirement account with us, you also start a relationship with someone who will be with you every step of the way. We will monitor your investments, take care of the details, keep an eye on the big picture, and constantly look out for you.

From timely reminders to annual checkups, expect to hear from us regularly, even if it’s just to see how your kids are doing.

You Come First

Saving for retirement is challenging. The stakes are high and the repercussions of an investing misstep may not be evident for years to come. You need your money to grow enough to sustain you and your family through retirement.

WVFA has been, and always will be, independent. We are unencumbered by corporate ownership and serve only one customer – you. Being an Accredited Investment Fiduciary (AIF) means that we are legally compelled to put your interests ahead of our own in advisory relationships. (We, of course, would do so anyway, but it’s important to know nonetheless.)