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Our Services

What makes us different…
can make all the difference to you

Our comprehensive team approach is designed to produce real world results you can feel good about. With specialists in each category, you can rest assured that your plan is covered from all angles.

Our services include:

  • Retirement Income Planning
  • Estate Planning
  • Asset Protection
  • Investment Management
  • IRA & 401k Rollovers
  • Tax Planning


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When it comes to retirement, we look for answers to the following:

  1. What is your vision of retirement?
  2. How can you position your life savings to fund that vision?
  3. How can your assets be positioned in a way that provides you comfort, confidence and peace of mind?
  4. What is the plan if and when the unexpected happens?
  5. When you pass on, what will happen to your assets?


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We believe in providing added peace of mind during retirement. Our goal is to enhance our clients’ lives with a little help from smarter investment portfolios.

We utilize a portfolio monitoring system designed to help investors avoid making ill-timed mistakes and help protect your money from downside risk.

WINGO & WATTS is a select provider of WealthGuard™, an incredibly simple, yet powerful early-warning system that monitors all of your accounts, daily, so you can invest with the confidence that there’s a plan in place to help protect your investments in all market conditions.

Providing you with added peace of mind, WealthGuard™ securely tracks all of your accounts in one place, including asset allocation and overall performance, and immediately alerts you of any changes via email and/or text message. More importantly, WealthGuard™ will also initiate an alert to your money manager to utilize your specific plan of action to help protect your accounts, while keeping you focused on your long-term investment goals.

And since WealthGuard monitors all your accounts automatically, it can watch over your 401(k), self-managed investment accounts, and accounts managed by financial advisors at nearly every firm in the United States.

Click on the link below to see how WINGO & WATTS and WealthGuard can help protect your future.

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Estate planning is a crucial part of a comprehensive retirement plan and creating a lasting legacy is important to most retirees.

Do you have:

  • A will?
  • A power of attorney?
  • Advanced directives?

Do you need:

  • A family trust?
  • To protect your money from Medicaid?
  • Life insurance to offset the cost of taxes your heirs will pay upon receiving your assets?
  • Long-Term Care insurance?

Sign up below for a complimentary consultation and book.

Radio

Catch John and Craig on their radio show, Time to Talk Money, Saturday mornings at 7:30 am and Sunday mornings at 10:30 am on KEEL Radio.

ASK@TimeToTalkMoney.com

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Charitable Giving

We are proud supporters of the Wounded Warrior Project and Music & Memory, which helps elders in care facilities suffering from a wide range of cognitive and physical challenges find renewed meaning and connection in their lives through the gift of personalized music.