Introducing LITE Planning — Financial Guidance for
Life’s Big Moments
At WG Financial, we know that Life Moments — marriage, divorce, raising kids, losing a loved one, receiving an inheritance, or caring for aging parents —shape your financial future and impact your retirement decisions. That’s why we created LITE Planning — our process designed to guide the next generation through life’s events with clarity and confidence.
This service is offered for the children and grand children of our valued clients, so your family receives the help they might need through life's most significant moments with the same care you've come to trust.
LITE stands for:
L— Life Moments: From marriage and growing your family to navigating divorce, caring for aging parents, or handling an inheritance, we help you plan for what life brings.
I— Investments: Setting a strong foundation for savings, risk management, and future goals.
T— Tax Efficient Strategies: Proactive planning to help you keep more of what you earn.
E— Estate & Legacy Planning: Will, power of attorney, and legacy document review — to help protect the decisions and the people that matter most to you.
LITE Planning complements our trademarked RITE Retirement® process, by helping ensure that families have a trusted guide for every stage of life — from first jobs to retirement and beyond.
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.
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.
