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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 20 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.

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Doug; Brice & Garrett

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. Listen live Saturdays at 9:30AM on WPTI 94.5 in the Triad.

Listen to our past shows on our podcast!

Momma’s Secret Recipe for Retirement Success

Just released and already an Amazon best seller! Doug along with Jack Canfield, author of the internationally known best selling Chicken Soup series, joins financial advisors across the country to explain key retirement advice topics.

5 Things Your Retirement Plan Must Include to Succeed

Most experts agree these 5 components significantly increase the likelihood of a successful retirement plan. Download our FREE guide to find out what you should be doing so you won’t run out of money before you run out of life!

RETIRE THE JOB AND KEEP THE PAYCHECKTM

Request a no-cost, no-obligation second opinion meeting today.