Casey and Sonrisa Finds Financial Fulfillment
Casey and his wife, Sonrisa, came to WWG
concerned about a significant change in
Casey's retirement benefits. While they
earned a comfortable wage for their lifestyle,
they had not set anything aside for college
funding or donations nor did they have a
retirement plan. Click on the link to read more - Couple Finds Financial Fulfillment.
Evan and Sheila Find Confidence in their Future
Evan and Sheila came to WWG when their
previous financial advisor left the business.
They did not have the time or expertise to
make smart investment decisions although
they certainly had the desire. They shared a
common concern about retirement and not
overpaying taxes. Click on the link to read more - Couple Finds Confidence in Their Financial Future.
Beverly Finds Confidence in her Financial Life Plan
Beverly came to WWG after her husband,
Ken, had passed away. He had handled all
the finances of the marriage, and she
needed guidance on how to settle his estate
and how to set up new accounts in a taxadvantageous manner. Click on the link to read more - Client Finds a Financial Life Plan.