We’re more than financial advisors. Our service model begins and ends with the needs and goals of our clients. We examine current financial plans to pinpoint weaknesses and strengths, design innovative strategies to ameliorate future financial security, and implement solutions tailored to the client for short, mid and long-term success. We’re an independent source for information strategies that drive success and growth for our clients and their families.
WDB + Associates was recommended to me by a family member to help me and wife put together a plan for our financial future. The team was incredibly professional and knowledgeable, and provided us with a plan that included insurance and financial products. I feel like I got to really understand the strategy behind the plan because of WDB + Associate’s expertise and patience. I’d recommend them as well!
I approached Debbie with a concern about accident insurance coverage. After speaking to her I found that she had an extensive education not only in personal lines insurance, but many types of financial products as well. I work in the trades as a sole proprietor of a small business. Now I am covered in the event of an accident, on or off the job, and know my income will continue. It’s a big worry off my mind. Thank you Debbie. I look forward to recommending you in future.