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Financial Life Planning
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We provide one-on-one financial guidance backed by industry-leading research to all DWG clients. If life transitioned in a planned and organized way, then financial planning would be easy. We believe your financial plan is a living breathing document that needs ongoing updating. This is the blueprint for your financial freedom. We can provide this service as part of wealth management or as a standalone service. Our financial plans include:
- Life Transitions
- Social Security Maximization Strategies
- College Savings
- Health Care Estimations
- Legacy Planning
- Long-Term Care Strategies
And More!