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About Us

Helping families succeed with long-term financial goals.

Everything we do at SDWC Financial is tailored to your specific needs. Every family handles money differently and there are no right or wrong answers. We focus on getting you the “most spendable dollars” out of your portfolio. That means we examine your portfolio and make suggestions to put more money in YOUR pocket.

A few of our specialties are retirement, college planning, life insurance, and lifetime tax planning to minimize mandatory taxes.  Most people are using retirement vehicles that could cause them to pay WAY TOO MANY taxes during retirement.  No one wants to pay more than necessary but unfortunately, most people don’t even know about mandatory versus optional taxes.

We offer a free financial review on a one-on-one basis.  Right now we are conducting all business through virtual zoom and Goto meetings due to Covid-19 and it has been very smooth and convenient for everyone.


Our Senior Tax Strategist

MEREDITH BRUCE

SDWC Financial LLC | Senior Tax Strategist / Professional Speaker / Author / Retirement Specialist / College Financial Planner

Meredith’s passion is to educate people on how money works.  She helps educate people on how to save significantly on income taxes, therefore, teaching them how to keep more of their hard-earned money. Meredith specializes in stretching a retirement portfolio that will only last 10-15 years into a plan that will last a lifetime.

Meredith typically saves clients tens of thousands or hundreds of thousands of dollars on income taxes ultimately directing those funds back into their own pockets.

Meredith is married to her husband Scott of 30 years. She has two sons and a granddaughter. Outside of helping her clients keep more of their hard-earned money, she and her husband enjoy playing golf and traveling around the country.

SDWC Financial is proud of the impact that we have made in our community. We provide quality financial strategies and exceptional client service.  

Atlanta GA
Florida Communities
Florida

Quality Results

SDWC Financial has helped thousands of families with tax strategies, wealth management, and financial planning. We specialize in retirement, tax, and college financial plans. Our goal is to offer financial strategies that provide the “most spendable dollars” for our clients.

Experience

Our strategists at SDWC Financial work as a team to exceed your expectations. Our team has a combination of over three decades of experience in the industry. We strongly believe in continuous education to stay ahead of the curve of these changing economic environments.

Company information

SDWC Financial LLC
Main Office
5340 Brookstone Dr NW Acworth, GA 30101

Contact details

E-mail address:
together@sdwcfinancial.com

SDWC Financial

The information contained within this website is provided for informational purposes only and is not intended to substitute for obtaining investment, accounting, tax, or financial advice from a licensed professional. Presentation of the information via the Internet is not intended to create an offer and receipt does not constitute a consulting-client relationship. Internet subscribers, users, and online readers are advised not to act upon this information without seeking services that are coordinated within your financial plan.