Financial Planning
Financial/Investment Services
WS+B believes that planning a secure financial future doesn't have to be challenging or confusing.
One of the first steps is determining what your financial goals are:
- Increasing your net worth?
- Securing adequate retirement income?
- Funding your children's education?
- Providing for your heirs?
- Building your dreams?
WS+B Financial Services Group, LLC, can help you create and implement a customized plan for achieving your goals - a plan that incorporates your personal investment style and maximizes your tax savings. Our strategic relationships with top-rated investment advisors will help you increase your net worth and successfully meet your financial planning needs. Our knowledge and experience is unsurpassed in:
- Retirement planning
- Estate planning
- Insurance planning
- Investment planning
- Education funding
As a registered investment advisor, the WS+B Financial Services Group offers you:
- Individually-tailored, comprehensive investment advice
- Convenient access to a full range of financial products and services through an integrated provider
- Professional investment management via fee-based, separately-managed accounts
- Sound investment options that meet your unique needs and preferences
- Tax planning expertise to optimize your wealth building
The earlier you begin planning for your financial future, the easier it will be to meet your personal goals and objectives. Let's get started today.
Forensic/Fraud Services
Whether you suspect or have confirmed improper actions that affect your organization, WS+B's forensic accountants can respond in a timely, cost-effective manner with expert financial investigative services. Our forensic accounting services cover:
- Fraud investigations
- Unreported income
- White-collar crime investigations
- Employee and vendor theft and embezzlement investigations
- International currency transactions
- Critiquing opposing expert's report
- Collateral audits
- Business disputes
- Valuation issues
- Matrimonial dissolution services
- Operational and efficiency reviews
- Review of policies, procedures and internal controls
We also help with fraud prevention. Through internal studies, risk assessment and implementation, and the evaluation of policies and procedures, we can help you deter undesirable activity in the future. We can provide an independent review of policies, procedures and controls with recommendations for more effective internal operating procedures.
Our forensic accountants are highly trained professionals that include certified fraud examiners (CFE), Diplomates of the American Board of Forensic Accounting (DABFA), certified information technology professionals (CITP) and certified internal auditors (CIA). If you're concerned with financial fraud, conflict of interest, money laundering, embezzlement, theft or other improper conduct - we're ready to investigate.