WTS Financial

Our Story

At WTS Financial, we believe that financial planning should be a collaborative process between you and your financial advisor. That's why we've built a team of experts who are dedicated to helping you achieve your financial goals. Our mission is to provide personalized financial planning and consulting services to individuals and businesses, empowering them to make informed decisions about their financial futures.

Our Services

At WTS Financial, we offer a wide range of services to help you achieve your financial goals. Our services are designed to be comprehensive, so you can feel confident that your financial needs are being met. Here are just a few of the services we offer:

• Tax Services: Our team of experienced tax professionals can help you navigate the complexities of tax season with ease. We offer both personal and business tax services at affordable and competitive pricing.
• Safe Money Investments: We offer fixed and indexed annuity products from top-rated companies, providing you with a secure way to grow your savings.
• Insurance Sales: Our independent producers can help you find the right insurance products for your needs, including universal life, term life, and mortgage protection.
• Financial Management: Our team of experts can help you develop a comprehensive financial plan, including strategies for saving, investing, and managing your debt.
• Bookkeeping & Payroll: We offer a range of bookkeeping and payroll services for businesses of all sizes, including training and tailored packages to fit your business needs.
• Business Start-up: Whether you're starting a new business or looking to expand an existing one, we can provide you with the financial guidance and support you need to succeed.

About Our Team

At WTS Financial, we believe that building strong relationships with our clients is key to achieving their financial goals. That's why our team is dedicated to providing personalized service and attention to every client. Our team is led by President and Enrolled Agent, William (Bill) Smith, who has over 20 years of experience in the financial industry. Bill has a passion for helping people achieve their financial goals and is committed to providing expert guidance and support to every client.

Contact Us

If you're looking for personalized financial guidance and support, we invite you to contact us today. Our team is here to help you achieve your financial goals and provide you with the expertise and support you need to succeed.