WDG Associates, Inc.

ESTATE AND FINANCIAL CONSULTANTS

WDG Associates believes financial planning benefits everyone, we offer assistance with retirement, investment, savings, tax strategies, education, and estate planning. We work with businesses and organizations, individuals, couples and families to better manage financial futures. As highly competent and caring professional financial advisors, we strive to realize your financial goals by creative planning, logical implementation, and the stringent commitment to always follow through.
Calculators

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Newsletters

For Income, Pick Up This Split

A split-annuity strategy can help you begin receiving an income stream that has the potential to last well into the future.

Go Green, But with Care

Socially responsible investing has become a force to be reckoned with.

Join the Millionaire Club

The burden of funding retirement now rests squarely on the shoulders of workers, many of whom are finding that they may need much more than $1 million to provide a comfortable retirement lifestyle.

In a Category All Its Own

Since exchange-traded funds (ETFs) were first introduced in 1993, interest in them has grown steadily.

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