W FINANCIAL, LLC
SUNRISE, FLORIDA

A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services. A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan. If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. We're here to help. Get in touch with us and we'll happily guide you in the right direction. Our Company We are dedicated to providing investment and strategic wealth analysis. Simply put, we strive to be our client’s financial professional. As a financial services firm, our primary focus is to provide investment opinions. Our resources section is full of useful links, client logins, and financial calculators to help you with your financial needs. This site is published for residents of the United States only. Financial Advisors of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisor Networks site at