Our Expertise
No two retirements are the same, which is why we provide personalized solutions that fit your unique circumstances. Our team will work closely with you to understand your goals and create a plan that maximizes your retirement potential.
Tailored Solutions
Empowering Your Financial Journey
Retirement Planning
Secure your future with comprehensive retirement solutions tailored to your needs. We help you plan for a worry-free retirement where your principle is guaranteed, but still have significant upside potential.
Achieve Better Returns With Confidence
We understand that you value security and want your hard-earned money to work for you. Our team of experts is here to guide you
towards conservative strategies that offer better returns, ensuring your retirement is financially secure.
Frequently Asked Questions
How can I create a personalized investment plan for my future?
Book an appointment with our financial professionals who will start with a financial needs assessment. This is a personalized analysis. Everyone's situation is different and will require a different plan of action to attain different goals.
How can I reduce my tax liabilities while maximizing
savings?
Consult with your personal tax advisor/CPA. If you do not have one that you are comfortable with, look for 'Tax Strategists', not just 'Tax Preparers' to get the best insight.
How can I align my investments with my financial
goals?
This is a complex topic that must be treated on an individual basis. Consider your portfolio balance as it relates to when you plan to use the money. The 'Rule of 110' is a guideline that says, subtract your age from 110. The resulting number represents the percentage of your assets that should be in variable growth type assets. This is one of many starting variables to consider when strategizing for your long-term financial goals.
What is the best approach to managing and
preserving my wealth?
Allocate a significant portion of your portfolio to 'risk-off' assets. Consider the 'Rule of 110' as a guideline. Tax variables must always be considered. Partner with our financial professional and a tax advisor that you are comfortable with to put together a plan with properly structured solutions customized for you and your family.
How can I schedule an appointment with your
financial professionals?
Visit the appointment page.
Contact Us
mwiggscap@gmail.com
757-716-0008
Newport News, VA USA