Casey and his wife, Sonrisa, came to WWGconcerned about a significant change inCasey's retirement benefits. While theyearned a comfortable wage for their lifestyle,they had not set anything aside for collegefunding or donations nor did they have aretirement plan. Click on the link to read more - Couple Finds Financial Fulfillment.
Evan and Sheila came to WWG when theirprevious financial advisor left the business.They did not have the time or expertise tomake smart investment decisions althoughthey certainly had the desire. They shared acommon concern about retirement and notoverpaying taxes. Click on the link to read more - Couple Finds Confidence in Their Financial Future.
Beverly came to WWG after her husband,Ken, had passed away. He had handled allthe finances of the marriage, and sheneeded guidance on how to settle his estateand how to set up new accounts in a taxadvantageous manner. Click on the link to read more - Client Finds a Financial Life Plan.