Our Services

At WD we work to keep financial picture clear and simple. With so much noise out in our world, simplicity is welcome. Some of the basic and simple things we do for clients

Notary Service as needed

Life Insurance reviews and Life Insurance Planning.

Its comforting knowing your family will be comfortable in an uncertain time.

Its comforting knowing that your liabilities, whether it be personal or business wont burden your family

Beneficiary review and planning

Two things certain in Life, Death, and Taxes. A Will is a simple and inexpensive tool to be sure your assets are distributed as you wish

Life changes. We all have been through it in one way or another. To review a Will and your listed Beneficiaries is a simple way to help you and your loved ones sleep peacefully

Income planning in retirement and in planning for retirement

Income Planning for what you have to have, what you would like to have and what you wish to have

Tax planning in your earning years

It is beyond important to use Tax Advantaged Investments to your advantage during your earning years

Tax planning in your retirement years and understanding distributions during retirement

Knowing when and how to take distributions during your retirement is a conversation I look forward to

Helping you to understand and simplify this noisey financial world is a welcome conversation I look forward to having with you