We were pleased with the entire experience! We received sound advice and alternative solutions that allowed us to achieve our objective very timely and efficiently.

The biggest benefit to us was opening our eyes to see a new solution to an old problem. We now have a defined benefit plan that fits our objectives, which is exactly what we expected. In short, WRS delivered.

~Jim Kotchik
EVP and CFO of Totem Steel

I was very pleased with WRS’s ability to efficiently determine my goals, gather and analyze data, present options, and execute. I value their responsive consulting team (i.e. they answer when I call) and quarterly meetings with Willy to discuss DB status and future financial needs.

The tax accounting services with Kevin made a unpleasant process efficient and less painful. Prior to consulting with WRS, I knew where I wanted to go with our family business, but did not know how to get there. WRS has offered us a comprehensive service that has built the path for us to achieve our goals. I now feel secure with our retirement plan and excited about options for dealing with inheritance isuses and estate planning. We have maximized our savings and reduced our tax liabilities.

~Dr. Peterson
President, Peterson Family, LLC & Partner at Southern Oregon Orthopedics