About Us |
Our Mission
At DW FINANCIAL GROUP, our mission isn’t to find you a good solution. Our mission is to find you the perfect solution. I strive to take the guesswork out of your retirement planning and find a predictable retirement strategy, so it will eliminate stress and unknown from your life. We specialize in helping clients with qualified plan rollovers (IRA,401K,403b, and TSP), long-term care protection or planning, asset protection with no market risks, retirement income planning, life insurance, tax-free income strategies.
Remember, the first step to achieving your financial objectives is to meet with an experienced financial advisor and identify all gaps in your current retirement strategy.
Second…. it might be more appropriate to learn more about you to see if I can even help you…. Your future won't wait.
Remember, the first step to achieving your financial objectives is to meet with an experienced financial advisor and identify all gaps in your current retirement strategy.
Second…. it might be more appropriate to learn more about you to see if I can even help you…. Your future won't wait.
Dora Wysocki
Retirement & Safe Money Specialist Dora Wysocki is known for her professionalism and deep knowledge of Safe Money Retirement Options.
She understands concepts like how to preserve retirement money and create income in both rising and falling markets. This knowledge is crucial in our rapidly changing economic and political atmosphere. With her expertise in retirement planning, she creates a game plan for lasting retirement outlet that ensure You will have lifetime income. |
Our Services
What We Do For Clients |
Asset Protection
Retirement doesn’t mean that it’s time to stop growing. Same holds true for your money. It should mean, however, that it’s time to stop taking unnecessary risk.
We specialize in helping retirees protect their retirement assets while continuing to move forward. |
Family Legacy Planning
Many of our clients want to leave a legacy for their children and grandchildren and are shocked to learn how easy it is to double, even triple their inheritance – TAX-FREE AND GUARANTEED!
We also work with our clients and help them embrace their own mortality and be prepared for the loss of a spouse and the income burdens this can often create. |
Extended Care Solutions
Long-term care/extended care costs have gone up substantially in the last 10 years. Unfortunately, the statistics are not in our favor, a plan to address these costs should be included in every retirement strategy.
The good news is we work with hybrid insurance plans that leverage your dollar in case you need it for extended care, but remain 100% accessible for withdrawal if you don’t. |
Retirement Income
Creating an income plan to last throughout retirement is perhaps the single most important challenge retirees will face. It’s very likely to spend 30 years or more living in retirement without earned income.
We create a customized retirement income plan, encompassing all sources of income, for each one of our clients and no two plans are exactly alike. Let us get to work on a plan for you. |
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Contact Us
LOCATION
Supporting all areas of NJ, PA, MA, MD, VA, FL EMAIL
[email protected] CALL US
(973) 750-4782 |