Financial Life Planning

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!