How We Work With You
The pursuit of abundance is not a one-size-fits-all proposition. That’s why we offer a flexible path towards your destination, whether you need a full-service navigator or a skilled copilot.
Financial Planning: You set the destination. We’ll plot the course.
Charting your course towards abundance begins with a sensible plan that’s built on your vision. Our financial planning services are designed to provide a logical, transparent view of all the milestones on your journey, including:
- Personal Financial Planning Website
- Personalized Asset Allocation based on your unique situation
- Income Tax planning towards minimizing taxes
- Retirement readiness assessment and cash flow projections
- Professional network of Estate Planning, Tax, Insurance, Medicare, and Consulting Professionals
- Coordination of advice between tax and estate planning advisors
- Estate planning review
- Review meetings two times per year
- Exclusive client appreciation events
Investment Management: We’ll watch the numbers while you plan next steps.
From plotting the course to helping keep things moving and growing, our market experience is at your disposal, through:
- Managed Portfolios using low-cost investments
- Tax-Efficient investing of retirement and non-retirement accounts
- Portfolio Rebalancing
- Performance Reporting
- Online Account Access
Retirement planning made simpler
Request our step-by-step guide to planning your retirement and managing your money with confidence.
Tax and legal services are neither provided nor endorsed by WCG Wealth Advisors, The Wealth Consulting Group, Abound Financial, LPL Financial or affiliated advisors. The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of WCG Wealth Advisors, The Wealth Consulting Group, Abound Financial or LPL Financial
David Laut
CEO, Certified Financial Planner™
David Hicks
Financial Planner
Bekky Vera
Client Operations Associate
Lisa Matenaer
Executive Assistant
