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Our Services

We provide comprehensive financial life planning. We coordinate with your advisors (or help to create your own team of advisors) and team with our world class Investment Management Partners and Tax Planning Partners and strive to give you the best advice possible. Our comprehensive and flexible process is designed to meet you where you are and then help you get to where you want to go at your pace.

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The end result is a written, financial life plan (that we help you implement) that will give you increased confidence and renewed inspiration to move forward!

Retirement Planning & Financial Planning *

Retirement Planning and Financial Planning is a process that can help you reach your goals by evaluating your entire financial picture then outlining strategies that are tailored to your individual needs and resources. Your plan is the strategy or blue print that helps you live your dreams, provide for your family, retire comfortably and be prepared for the surprises life may have in store for you. 

We believe everyone deserves professional financial advice, a comprehensive financial life plan that can be adjusted as life unfolds and easy-to-understand financial education. As our client, you’ll get help to reach your dreams, an understanding ear that listens to your needs and simple explanations to often-complex financial problems.

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Investment Management *

Dwight L. Ferguson is a registered investment advisor representative. We serve as your fiduciary, which means we act in your best interest. We combine award winning financial technology and investment strategy tools with world renowned Strategist to customize a portfolio tailored to your financial needs.

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Tax Planning

After years of saving and planning for your retirement years, many people nearing retirement fail to consider the tax burden they may face on income they receive after they stop working. Many retirees will erode their retirement savings paying taxes on their retirement income. You need to plan ahead if you want to minimize your tax bill from the IRS. With our Tax Planning services and award winning software, we design strategies that will help you make retirement decisions in the most tax efficient way by identifying dangerous points where just one additional dollar of income can push you into much higher effective marginal tax rates. We help you make better decisions and avoid paying additional taxes during retirement.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  (301) 322 4294