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
Renewable Energy Fund
Target Annual Average Yield of 12% with monthly distributions for predictable, fixed passive income
Low-risk, first-position debt secured by a Power Purchase Agreement (PPA)
Invest in renewable energy infrastructure that will accelerate the move toward Zero Carbon Emissions by 2050
Support Minority Business Enterprise (MBE) certified developers and historically disadvantaged institutions of higher learning, which are some of the pre-identified end users of the renewable energy
E-mail address:
together@sdwcfinancial.com