Click the video for a special message on how to get started.
We are retirement planning experts and do our best work with :
Retirement investors over age 50 who are retired or preparing for retirement with the next 10 years.
Diligent savers who have accumulated investments of $500,000 or more. (Excluding Real Estate)
People who value hiring an expert because they know their retirement is too important to manage it alone.
Cardinal Success Journey
Our 3-step process will evaluate where you are, and guide you to where you wish to be.
Step 1: Listening Session
An intro call will ensure that your expectations and needs meet our specialty. We will get to know each other and discuss your financial life to determine if CWG is potentially the right financial partner for you. Schedule your meeting to get started HERE
Step 2: Discovery Meeting
Meet with us in person or virtually. During this meeting we get crystal clear on your goals, needs, and concerns. We will obtain any relevant financial information to prepare for the discovery meeting.
Step 3: Finalize a Plan
At the next meeting we will review our findings & recommendations. In plain English, we will explain exactly what you can do to improve your retirement plan, lower taxes, and optimize your investments before you pay us a dollar or trust us with a penny of your nest egg.
At the end of the process, we'll simply ask you to think about it. We are looking for long-term relationships, not a quick transaction. If you decide that we are not a good fit, we will happily help you find another professional, if needed. There's never a "hard sell" or pressure to say yes.
Not Ready To Get Started?
Grab a copy of my book called 7 Retirement Secrets No One Has Told You