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!
The Financial Impact of Delayed Retirement: Is It Worth Waiting?
Deciding when to retire is one of the most significant financial choices many people face. While some may look forward to retiring as early as possible, others consider delaying retirement for various reasons. The financial [...]
Optimizing 401(k) Employer Match: Strategies for Long-Term Growth
A 401(k) plan is one of the most common ways employees save for retirement, and employer matching contributions can make it even more valuable. Employer matching means that your employer contributes additional funds to your [...]
Smart Holiday Spending Ideas to Keep Your Finances on Track this Season
The holiday season brings the excitement of gift-giving, festive gatherings, and meals shared with family. However, it’s also a time when many people find themselves spending more than anticipated. While it’s easy to get caught [...]
