Financial Planning Services for Your Entire Financial Picture

Your Dreams Matter

At WG Financial Group, we believe everyone should be able to Plan. Retire. Play.™ Our team of CERTIFIED FINANCIAL PLANNER® professionals can help you create a well-thought-out strategy to help you address your financial needs and concerns.

Tailored strategies for your financial confidence.

Guiding you through every step of retirement planning.

Your goals are our top priority at WG Financial.

Tailored strategies for your financial peace of mind.

The RITE Retirement® Process

Our RITE Retirement® process consists of four pillars we strongly believe should be addressed when constructing a well-thought-out written retirement plan:

Retirement Income Strategies

Help maximize your income sources for a comfortable retirement lifestyle.

Investment Management

Grow your wealth with a diversified investment strategy that aligns with your goals.

Tax-Efficient Strategies

Ways to reduce your tax burden and keep more of your hard-earned money.

Estate and Legacy Planning

Help to ensure your legacy is preserved and passed on according to your wishes.

Schedule A Meeting

How it Works

At WG Financial Group, we prioritize understanding your unique financial situation.
Our tailored approach ensures that your retirement planning aligns with your goals.

Meeting 1 – Discovery

We’ll get to know each other and determine if we’re a good fit to work together.

Meeting 2 – Strategy Session

Together, we’ll go over the major outline of your personalized RITE Retirement® Report Card.

Meeting 3 – Implementation Session

We put the pieces into place so you can retire and go play.

Get retirement-ready with
The RITE Retirement® Show.

Tune in to The RITE Retirement® Show to gain valuable insights and practical advice from seasoned financial advisors.

Tune In

Any media logos and or trademarks contained herein are the property of their respective owners and are not an endorsement by those owners of our firm. The RITE Retirement® Show on WZDX, WVNN & WBHP are a paid placement.