At WK Financial, we hold the key to your door of life opportunities. We are a family focused financial planning team. Everyone has different goals and dreams for their families and because of this, our team is focused on providing personalized advice for our clients, tailored to their own situations. Life can get hectic.
It can feel like a balancing act when managing your career and family. Our main objective is to help simplify your financial life so you can spend more time with the people you care about. Your success is our success. That is why when creating your financial plan we have a wide array of products and services to choose from.
It’s important to us that we are always up front and honest with you about how we get paid. We receive commission income when we provide you with investment and/or insurance solutions. Like any business, this pays our rent, staff costs, dealer fee, professional fees and compliance fees as well as providing for our income. Our earnings are linked to your financial success and we have the same goals as you.
Click here to see a sample financial plan
Retirement & Estate Planning
Insurance & Living Benefits