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WRS Financial: Excellence in Advanced Qualified Plan Solutions
Our Heritage of Expertise
Established in 2003, WRS Financial has distinguished itself as a premier authority in advanced qualified retirement planning strategies. Founded by William R. Wells Jr., ChFC, the firm was conceived with a singular vision: to serve as a specialized resource for business owners seeking to optimize qualified retirement plans for maximum benefit.
A Legacy of Strategic Impact
For over two decades, our consultative expertise has empowered thousands of business owners to navigate the complexities of qualified retirement planning. We provide clarity and strategic direction, helping clients discern crucial differences between various qualified plan structures to achieve dual objectives:
Implementing tax-efficient strategies that significantly reduce current tax burdens
Designing robust retirement accumulation frameworks tailored to specific business circumstances
Our Collaborative Approach
WRS Financial maintains a carefully cultivated network of elite financial advisors and retirement specialists. This collaborative ecosystem allows us to design and implement precisely calibrated solutions that align with your specific business parameters, succession planning objectives, and long-term wealth preservation goals.
What Our Clients Say About Working With Us:
“For years I had been asking my CPA to tell me what I could do to reduce our annual tax burden, but the only thing they could recommend was “maybe invest in commercial real estate?”, which I was not at all interested in. Then I was introduced to the WRS team and they proposed a tax deferral and estate planning solution that was quite remarkable. We have been working with WRS now for over 18 years and have literally saved hundreds of thousands in taxes, built up a secure retirement future, created estate tax solutions and helped our employee retention. I highly recommend WRS.” - David E
“Working with WRS Financial has been phenomenal. They designed and implemented an advanced qualified plan that saved me hundreds of thousands in taxes, along with delivering a host of other benefits. What really sets them apart is their ability to offer truly comprehensive professional services—all in one place. From financial planning to accounting, legal, and actuarial support, it was a seamless, one-stop experience. I can’t recommend them enough.” - Mark P.
"Partnering with WRS Financial was a game-changer. They designed a cutting-edge, qualified plan that reduced our employees' tax burden and delivered incredible additional perks. I wouldn’t go anywhere else." C.A
“Our experience with WRS Financial has been outstanding. They created and executed a sophisticated qualified plan that helped our employees save hundreds of thousands in tax dollars. Additionally, they've consistently represented us each year to ensure our plan stays competitive and up-to-date. I give them my highest recommendation.” - Jeffrey M.
Our Founder:
William R. Wells Jr., ChFC
Founder & Principal Consultant
WRS Financial
