AS FEATURED ON
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.
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!
Avoid These 5 Things When Markets are Peaking
Tips to navigating stock market peaks from the wise words of Warren Buffett As the saying goes, "what goes up must come down." In the world of investing, this adage holds true, especially during times [...]
The Fast Rising Tide of AI-Assisted Tax Scams
Planning and preparedness will help safeguard your financial well-being As the 2024 tax season unfolds, investors and taxpayers are facing a formidable new threat that leverages cutting-edge technology to perpetrate fraud. Artificial Intelligence (AI) has [...]
Questions to Ask If Navigating a Solo Retirement
Ensure your retirement is not only secure, but also vibrant and fulfilling Embarking on retirement alone, either by choice or due to unforeseen circumstances such as the loss of a partner or divorce, presents a [...]