W&D’s wealth management philosophy is simple. We want to get to know you in order to help you make the best financial decisions possible.
Our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together with your advisors, we prioritize and implement the recommendations and monitor your progress. From here, we plan regular meetings to assess the progress toward your goals and, when necessary, make adjustments to your financial plan.
With these goals in mind, we will work together to assess your total financial planning needs.
Products and services include:
- Retirement planning
- Wealth accumulation
- ERISA retirement plans/ SEP-IRAs/ Roth IRAs
- 529 Qualified Tuition Plans
- Estate and gift planning
- Life insurance consulting
- Long-term care insurance consulting