Our Services

At Double W Financial Group, we are proud to offer our knowledge in the following areas:

• Wealth Accumulation
• Estate Planning
  Assistance in preserving your estate for your intended heirs. Coordinating with your tax and legal advisors.
• Retirement/Distribution Planning
  Making the most of your employer-sponsored retirement plans and IRAs. Determining how much you need to retire comfortably. Managing assets before and during retirement.
• Long Term Care/Nursing Home Planning
• General Investing--mutual funds, annuities, stocks, bonds, REIT's
  Determining your asset allocation needs. Helping you understand your risk tolerance. Recommending the appropriate investment vehicles to help you reach and exceed your goals.
• Life Insurance (variable, fixed, term)
• College Planning
  Recommending investment and accumulation strategies to help you pay for your children's education.
• Small Business Planning