Call Today:

803 487-0030

FORGING YOUR FINANCIAL FUTURE

CLIENT-FOCUSED SERVICES SPECIFICALLY TAILORED TO MEET YOUR NEEDS

From risk management to wealth management and everything in between, we serve as a full-service financial advocate in delivering custom services to meet your specific needs. Our goal is the same as yours – to help you live comfortably today while working toward a stable retirement.

INTRODUCING ADVOCACY ADVANTAGE

We commit to ensuring you have full understanding of each and every strategy we implement on your behalf. That’s why we developed our proprietary Advocacy Advantage system. This financial resource program incorporates a wide range of information related to fees, services, value, performance and more to help empower your financial decision making.

The result? Improved outcomes and a better chance of achieving your personal financial and retirement goals.

HOW TO ROCK YOUR OLD 401(K) & AVOID SURPRISE TAX BILLS

If you’re switching employers, or have old accounts just sitting around collecting dust, now’s the time to make important decisions that can impact your financial future and well-being. As a taxpayer and saver, you’ve earned the right to see your savings grow in the most tax-efficient manner possible. Let’s write and rewrite until your retirement income is a perfect harmony, allowing you to rock on!

YOU’RE INVITED!

Join us as we discuss various retirement topics including taxes in retirement, wealth management, and legacy and estate planning.

Video Resources

Living Benefits Richards Story

Living Benefits Jessica’s Story

Using Life Insurance While You’re Living

5 Benefits of Life Insurance While You’re Alive

Disability Income Protection 1

Disability Income Protection 2

Reading Resource Downloads

Roth Conversion Secrets

The 5 Biggest Mistakes IRA
Millionaires Make.

The Power Of Zero

How To Get To The Zero Tax Bracket And Transform Your Retirement

The New American Retirement Plan

The Breakthrough Blueprint For Maximizing Your Retirement Security

Financial Planning Resources

Financial Needs Analysis

Coming Soon

Life Insurance Needs Calculator

Coming Soon

Retirement Calculator

Coming Soon

Guaranteed Income Estimator

Coming Soon

Social Security Benefits Calculator

Coming Soon

GET ACCESS

How to Rock Your Old 401(k), & Avoid Surprise Tax Bills

GET ACCESS

Roth Conversion Secrets

GET ACCESS

The Power Of Zero

GET ACCESS

The New American Retirement Plan

“Thank you for contacting The Wingate Group. Your contact request has been submitted and we will be in touch with you soon. If your question is more urgent please feel free to call Monday-Friday 9:00 – 5:00 pm (EST) for a faster response. The number is 803-487-0030.”

Thank you for your request. Your download will arrive in your email shortly.