About Us
Helping families succeed with long-term financial goals.
Everything we do at SDWC Financial is tailored to your specific needs. All family finances are different 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.
MEREDITH BRUCE
SDWC Financial LLC | Insurance Agent / Tax Strategist/ Author / Retirement Specialist / College Financial Consultant
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.
Quality Results
SDWC Financial has helped families with Life Insurance, tax strategies, wealth management, and financial consulting. We specialize in Life Insurance and other vehicles for retirement, tax, and college financial plans. Our goal is to offer financial strategies that provide the “most spendable dollars” for our clients.
