Wayt Financial provides professional financial services to businesses, families, and individuals. We help our valued clients to develop and implement highly customized solutions that are integrated with their goals, objectives, and current situation. Our client relationships and planning strategies are long-term, with many already approaching twenty years.
Professional services & products offered include the following:
- Comprehensive/Holistic Financial Plans
- Retirement accounts such as 401(k), 403(b), 457 & Rollover IRAs
- The 401(k) Doctor® check-up
- Employee Benefits & Insurance
What You Can Expect:
- Fair-minded recommendations based on more than two decades of training and experience
- Tax savings using often-overlooked IRS rules
- Wealth accumulation & protection strategies
- High quality products & services from an array of industry leaders