For 20 plus years our financial advice has helped clients identify and achieve their retirement goals by offering strategies to protect income, optimize social security, maximize tax efficiency and tactically manage money, resulting in downside protection. Our process of financial planning involves listening carefully, researching thoroughly and building long-term relationships not brokering transactions.
Tune in as Doug and Brice share their thoughts on the economy and overall financial landscape and how it relates to planning for your secure and enjoyable life in retirement. Listen live Saturdays at 9:30AM on WPTI 94.5 in the Triad. Just released and already an Amazon best seller!
Tune in as Doug and Brice share their thoughts on the economy and overall financial landscape and how it relates to planning for your secure and enjoyable life in retirement. Listen live Saturdays at 9:30AM on WPTI 94.5 in the Triad. Just released and already an Amazon best seller!
Services
In both the Charlotte and Winston Salem offices, our team is committed to providing financial services and retirement advice that is comprehensive, individualized and based on strategies that focus on downside protection. Doug has been a financial advisor for 30+ years and specializes in working with those approaching or in retirement.
We've helped hundreds of local families in the Charlotte and Winston Salem regions achieve their retirement goals by offering strategies to protect income, optimize social security, maximize tax efficiency and tactically manage money resulting in downside protection and income that lasts a lifetime.
We're interested in long term relationships vs. short term product sales. That's why every TWG relationship begins with our unique 4-step strategic planning process. Initial consultation to get to know each other and review your current situation as well as investment and retirement objectives to determine if we can be of benefit.
Let us show you in black and white a custom retirement income plan that is comprehensive, individualized and based on strategies that balance growth with downside protection. Get your Custom Retirement Paycheck Plan now!
This free report demonstrates how to protect your retirement from the risks of unexpected market swings, tax changes, and health care expenses using a mathematically tested strategy to create lifetime income allowing you to stop worrying about outliving your money and get on with enjoying the rest of your life.
This free report demonstrates how to protect your retirement from the risks of unexpected market swings, tax changes, and health care expenses using a mathematically tested strategy to create lifetime income allowing you to stop worrying about outliving your money and get on with enjoying the rest of your life.
Below you will find past webinars that we've recorded on various topics. Get a comprehensive recap of the economic landscape that shaped 2020 and our insights for the year ahead! 3 Important Tools to Safeguard Investments from Market Volatility Due to Unpredictable Events. With all the uncertainty surrounding our lives, NOW, more than ever is the time to get answers to your questions.
Reviews (7)
Kajal Mirtta
Feb 17, 2021
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Harold Edney
Nov 21, 2020
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Lori Thomas
Sep 06, 2020
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Karen Mcgee
Aug 19, 2020
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Donald McDowell
Nov 30, 2019
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Dennis Inman
Nov 21, 2019
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Kumi Verdier
Jan 30, 2017
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Wow, I went to one of the workshop programs that Doug Ray held and I gave the information to my parents to take to the Social Security office. They did that today and they qualified for an extra $500/mo that they were not getting because they didn't know to file. If it hadn't been for this free workshop they would have lost out on this benefit forever. I am so thankful for his radio program and his kindness to offer them a free assessment. My parents will be his clients from now on.
