WD Financial Services LLC
WDFS grew out of Weber & Deegan, Ltd tax client's desire for objective guidance and solutions to their financial needs. To best serve the client, we believe a financial advisor should not receive compensation contingent on the purchase or sale of a financial product. Accordingly, we use no-load (commission free) funds in designing our portfolios. We found that investors do not know what all of the fees are that they are paying (some think advice and plans are free), so we disclose all fees, upfront, before you begin working with us.
Our service will pay for itself with reduced investment costs, income and estate tax savings, potential reductions in insurance costs and, perhaps most important, peace of mind that comes with a formal plan and asset management by an objective fiduciary
For more information on WD Financial Services LLC, please visit our site www.wdfsadvisor.com or www.wdfsllc.com.
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