At WDW, we take the time to get to know you and to clarify your unique goals, needs and wants. We survey the associated risks and potential hurdles you may face. We listen. We discuss. We evaluate.
We work with you to build a personal, goal-driven financial strategy based on your time frame and risk tolerance. When choosing investments, portfolios, and time horizons, we focus on what is uniquely important to your family.
We continually monitor the progress of your financial strategy, regularly communicate results back to you and we adjust as your circumstances change, so that we’re better able to keep your financial outcome on the right path.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Life insurance proceeds are generally tax-free. But not in all cases.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Understanding the economy's cycles can help put current business conditions in better perspective.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Determine your potential long-term care needs and how long your current assets might last.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Even low inflation rates can pose a threat to investment returns.
There are hundreds of ETFs available. Should you invest in them?
Agent Jane Bond is on the case, infiltrating the world of bonds.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Agent Jane Bond is on the case, covering how bond laddering works.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.