Products & Services

Wright Financial Services & Associates provides assistance in the following areas:

Investments

  • Managed Investment Programs
  • Brokerage Accounts
  • Mutual Funds
  • Traditional IRA's
  • Roth IRA's
  • Solo 401(k)
  • Variable Annuities
  • Fixed Annuities
  • Indexed Annuities
  • 529 Plans

Financial Planning

  • Comprehensive Financial Planning
  • Retirement Planning
  • Investment Planning
  • Cash Flow/Budget Planning
  • Goal Planning
  • Insurance & Risk Mgmt. Planning
  • Tax Planning
  • Estate Planning
  • Income Distribution Planning
  • Needs on Death Planning
  • Education Planning

Financial Consulting & Advising

  • Personal Finance Strategy Advising
  • Needs Analysis
  • Goal Setting
  • Cash Management Strategies
  • General Financial Guidance
  • Life Event/Life Transition Advising
  • Financial Evaluations
  • Referrals & Recommended Resources

Seminars & Presentations

  • Financial Education
  • Meetings & Conferences
  • Professional Associations & Organizations
  • Other Speaker Request