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!
How to Prioritize Multiple Financial Goals at Once
Many people are working toward more than one financial goal at a time. You may be building an emergency fund while also contributing to retirement, paying down debt while saving for a major purchase, or [...]
The Pros and Cons of Consolidating Investment Accounts
Over time, it is common to accumulate investment accounts across multiple institutions. You might have a 401(k) from a previous employer, an IRA opened years ago, a brokerage account at one firm, and a current [...]
Rethinking Retirement Timing: “Traditional” Retirement?
For decades, retirement timing meant one thing: stop working around age 65 and transition into a life of leisure. That picture has shifted considerably. Today, people are retiring earlier, later, or not in the traditional [...]
