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!
Debunking Common Investment Myths: What You Need to Know
Investing is an essential component of building wealth and planning for the future, yet many misconceptions can cloud judgment and lead to poor decision-making. Misinformation often spreads through word of mouth, outdated advice, or misunderstood [...]
Exploring the Benefits and Considerations of Adding Annuities to Your Retirement Plan
Planning for retirement involves making thoughtful decisions about how to create a sustainable income that lasts throughout your lifetime. One option to consider as part of your retirement strategy is an annuity. While annuities aren’t [...]
Early Steps to Simplify Filing and Align Your Tax Strategy
Tax season may feel far away, but starting early can help streamline the process and reduce stress when deadlines approach. By organizing your financial information and planning ahead, you can identify opportunities to align your [...]
