Welcome!
At WMS Financial Planners, Inc., we begin your retirement planning by listening to your goals. Together, we design an investment portfolio that accurately reflects your goals, time horizons, and level of risk tolerance. Our structured educational process results in a plan with an in-depth analysis of five key areas of financial planning:
- Tax Planning
- Investment Planning
- Retirement Planning
- Risk Management
- Estate Planning
Your portfolio is uniquely structured to meet your investment objectives, including: preservation of capital, generation of income, growth of principal, tax efficiency, and a hedge against the risk of future economic uncertainty.
Recommendations may include non-conventional investments, such as 1031 TIC/DST exchanges, oil and gas drilling and income funds, equipment leasing, and other specialized tax and investment planning vehicles.
Then your portfolio is regularly monitored and continually reevaluated to ensure balance with current economic conditions.
WMS Financial Planners Inc.
809 Fairview Pl. N.
Suite 130
Seattle, WA 98109
Email: info@wmsfp.com
Phone: (206) 726-1633
Contact Us
Frequently Asked Questions:
Q. Is there a minimum amount of money required to become a client with WMS Financial Planners, Inc.?
A. Yes, we require a minimum of $400,000 of investable assets to become a client with us. We will make exceptions and work with clients who have the income and potential to meet our minimums in the near future.
Q. Why should I work with WMS Financial Planners, Inc. instead of another firm?
A. WMS Financial Planners, Inc. is a locally-owned, independent firm. We pride ourselves on being able to offer our clients more of the attention that they deserve. Since we are independent, and not bound to any particular products, we are able to provide access to an extensive array of financial vehicles and tailor solutions that best fit our clients’ individual needs.
Q. What are the costs associated with attending one of WMS Financial Planners, Inc.’ educational workshops?
A. Our workshops are an educational service that we provide for our community and our clients. They are a great way for us to meet new people in and around the area. For existing clients, there is no cost for these events and for prospective clients, a nominal cost is charged to cover our expenses.