Our vision is to be the trusted financial partner of choice in lifestyle and retirement planning.
WE GET IT!
You’ve worked 40+ years to build your lifestyle and don’t want to risk it now.
You deserve the peace of mind a customized, written retirement income plan will provide.
For 25 plus years our financial advice has helped clients identify and achieve their retirement goals by offering strategies to protect income, optimize social security, maximize tax efficiency and tactically manage money, resulting in downside protection.
We care. Our process of financial planning involves listening carefully, researching thoroughly and building long-term relationships, not brokering transactions.
LISTEN TO TWG ON THE AIR
Tune in as Doug, Brice, and Garrett share their thoughts on the economy and overall financial landscape and how it relates to planning for your secure and enjoyable life in retirement. Catch our latest show below or listen live on Saturday at 9:30AM on WPTI 94.5FM or on Sunday at 8:30AM on WTOB 96.7FM in the Triad.
Listen to our past shows on our podcast!
Getting Ready for a Cold Market: Financial Planning for Uncertain Times
As winter approaches, we naturally adjust our habits and prepare for the seasonal changes. Whether you're in colder states, investing in new winter gear like coats or boots, or restocking sand or salt for icy [...]
Interviewing Financial Advisors: 10 Key Questions to Ask
Selecting a financial advisor is an important decision when working toward your financial goals. Similar to choosing a doctor or lawyer, it’s vital to find an advisor whose approach aligns with your needs and values. [...]
Choosing the Right Protection: Disability, Life, and Long-Term Care Insurance
Understanding how to navigate insurance options is an essential part of building a well-rounded financial plan that helps protect you, your loved ones, and your assets. Disability, Life, and Long-Term Care Insurance are key forms [...]