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. Our process of financial planning involves listening carefully, researching thoroughly and building long-term relationships not brokering transactions.
Tune in as Doug and Brice 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. Just released and already an Amazon best seller!
Tune in as Doug and Brice 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. Just released and already an Amazon best seller!
Services
Meet Our Team
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In both the Charlotte and Winston Salem offices, our team is committed to providing financial services and retirement advice that is comprehensive, individualized and based on strategies that focus on downside protection. Doug has been a financial advisor for 30+ years and specializes in working with those approaching or in retirement.
Our Services
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We've helped hundreds of local families in the Charlotte and Winston Salem regions achieve their retirement goals by offering strategies to protect income, optimize social security, maximize tax efficiency and tactically manage money resulting in downside protection and income that lasts a lifetime.
Our Strategic Financial Planning Process
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We're interested in long term relationships vs. short term product sales. That's why every TWG relationship begins with our unique 4-step strategic planning process. Initial consultation to get to know each other and review your current situation as well as investment and retirement objectives to determine if we can be of benefit.
Custom Retirement Paycheck Plan
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Let us show you in black and white a custom retirement income plan that is comprehensive, individualized and based on strategies that balance growth with downside protection. Get your Custom Retirement Paycheck Plan now!
This free report demonstrates how to protect your retirement from the risks of unexpected market swings, tax changes, and health care expenses using a mathematically tested strategy to create lifetime income allowing you to stop worrying about outliving your money and get on with enjoying the rest of your life.
This free report demonstrates how to protect your retirement from the risks of unexpected market swings, tax changes, and health care expenses using a mathematically tested strategy to create lifetime income allowing you to stop worrying about outliving your money and get on with enjoying the rest of your life.
Webinars
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Below you will find past webinars that we've recorded on various topics. Get a comprehensive recap of the economic landscape that shaped 2020 and our insights for the year ahead! 3 Important Tools to Safeguard Investments from Market Volatility Due to Unpredictable Events. With all the uncertainty surrounding our lives, NOW, more than ever is the time to get answers to your questions.
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