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!
Strategies to Navigate Estate Planning Challenges and Foster Harmony in Blended Families
Estate planning for blended families can be a complex and sensitive process. Blended families, which may include remarried spouses, stepchildren, and biological children from previous relationships, present unique challenges when it comes to distributing assets [...]
Understanding the True Cost of Delayed Financial Decisions and How to Overcome Them
Financial inertia—putting off or avoiding important financial decisions—can have significant consequences on your wealth. Many people delay actions like updating their investment strategies, adjusting their budgets, or planning for retirement, either out of uncertainty, procrastination, [...]
Start Early with These Practical Steps to Strengthen Your Financial Plan for the New Year
As 2025 approaches, now is an ideal time to review your finances and set goals that align with your long-term vision. Taking proactive steps early on can help you establish habits that make it easier [...]
