Our Services
TAX & RETIREMENT STRATEGIES
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Did you even know that there are mandatory and optional taxes? Don’t worry, most people don’t. Taxes can have a huge negative effect on your retirement savings. Learn about mandatory versus optional taxes here.
E-mail address:
together@sdwcfinancial.com
Estate Planning
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We offer you the best advice when it comes to Life Insurance, Trusts Preparation, Business Succession Plans, and Last Will and Testament. We know that every case is unique, and will apply our in-depth, specialist knowledge to meet your exact needs. Simply put, protecting your rights is what we do best.
Find out how we can help you personally…
E-mail address:
together@sdwcfinancial.com
LIFE INSURANCE
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Life insurance has changed ALOT in the past few years. Learn the MANY uses here.
E-mail address:
together@sdwcfinancial.com
YOUR COLLEGE FINANCIAL PLAN
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Do you have a financial plan for college? Many people are saving money for college in the wrong vehicle.
E-mail address:
together@sdwcfinancial.com
