Consulting Services

Weinlander Fitzhugh offers a full range of financial services through its affiliate RWS Financial Group. We recognize that our clients want a personal relationship with a financial advisor who has the experience and professional expertise to help address their concerns. RWS Financial Group’s services include:

  • Financial Planning
  • Retirement Planning
  • Estate Planning
  • Insurance Evaluation
  • Asset Management
  • 401 (k) Plans
  • Pension and Profit Sharing Plans

Estate and Gift Tax Planning

You work hard to accumulate your wealth. WF works hard to see that your heirs keep as much of it as possible. We can help you explore different means of passing assets on during your life, as well as prepare a plan for distributing your estate upon your passing that complies with your wishes and employs all available options to minimize state and federal estate taxes. Services include:

  • Wealth Management/Gifting Strategies
  • Use of Wills or Revocable Living Trusts
  • Long-Term Care/Medicaid Planning
  • Use of Life Insurance in Planning Your Estate
  • Value of Charitable Bequests
  • Direction of Retirement Plan Assets at Death