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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.

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LIFE INSURANCE

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Life insurance has changed ALOT in the past few years. Learn the MANY uses here.

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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.

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Company information

SDWC Financial LLC

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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.