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!
Are You Telling Yourself These Harmful Money Lies?
Have you considered the possibility that you may have misunderstandings about certain financial matters that could potentially impact your financial security? The thing about these misconceptions is that they can often shape our beliefs without [...]
Managing Risk in Your Portfolio: What Every Investor Should Know
Investing always involves some level of risk, but understanding and managing it can help investors align their portfolios with their financial goals and comfort levels. Risk comes in many forms, from market fluctuations to inflation [...]
Estate Planning Essentials: Building a Plan That Reflects Your Wishes
Estate planning is an important process that helps individuals organize their financial and personal affairs for the future. A well-structured plan can help clarify how assets should be handled and distributed while addressing key considerations [...]
