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!
Finding the Ideal Emergency Fund Amount to Support Your Needs
Life is unpredictable, and unexpected expenses can arise at any time. Medical bills, car repairs, job loss, or home maintenance issues can cause sudden financial strain. Having an emergency fund can provide you with a [...]
Retirement Inflation Concerns That Can Impact Your Long-Term Savings
Inflation is an economic reality that affects nearly every aspect of financial planning, including retirement savings. Inflation’s long-term impact on savings can be significant, particularly for individuals who rely on fixed incomes after they retire. [...]
Optimize Employer Retirement Benefits with Workplace Advantages
Employer-sponsored retirement benefits can play a key role in long-term financial planning. Many companies offer retirement savings plans, pensions, or other benefits that help employees prepare for the future. Understanding how these benefits work and [...]
