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Your personal financial website
The WillO Wealth Platform is part of our flagship experience. Here, you'll have access to a personal, secure financial website where we'll collaborate and visualize your goals. Log in anytime you like to get the most up-to-date stats on your net worth, progress toward your goal(s), and store important documents in your vault.
For those who like to get down to the nitty-gritty
Access our custodian (NFS) tool to see the latest market trends pertaining to your investments. Also, you'll find tax documents and several research tools available here. Wealthscape Investor is also available in a mobile application.
Try the benefits estimator
Whether you need help deciding when to retire or are ready to start the next chapter in your life, we have the tools you need to get started. No need to visit an office — estimate your benefits, apply for retirement, and check your application status online.
The IRS has some helpful tools here
The Interactive Tax Assistant (ITA) is a tool that provides answers to several tax law questions specific to your individual circumstances. Based on your input, it can determine if you have to file a tax return, your filing status, if you can claim a dependent, if the type of income you have is taxable, if you're eligible to claim a credit, or if you can deduct expenses.
Establish an account at VA.gov
Here are some things you can do with an account:
You can also do these things to manage your health:
Set lofty goals...and achieve them
You served with honor and distinction, but there are even better days ahead of you. Don't settle for an unfulfilling job, while continuing to reflect on the 'good old days' behind you.
Instead, find a career that suits your passion(s) and skills. Then, look forward to what's ahead.
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Office: 317-210-3554
Mobile/Text: 317-318-0703
willo@vet-cfo.com
Greenwood, IN
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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Representatives of Cambridge Investment Research, Inc. do not provide tax or legal advice in their roles as registered representatives.
Fixed insurance services offered through Crump Life Insurance Services.
Registered Representatives of Cambridge Investment Research, Inc., are collectively registered in the following states for the sale of securities products: IN, IL, WA, CA, CT, MS, NJ.
Cambridge Investment Research Inc., and WillO Financial Solutions are not affiliated.
The information being provided is strictly as a courtesy. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this website.