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Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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The GPS for your financial plan <sup>SM</sup>

The GPS for your financial plan SM

A strategic alliance of financial services resource centers positioned to support our continuing commitment to improving the financial well-being of our clients over time.

Wealth Development Group, LLC. was formed to enable us to become more focused in responding to our client’s needs. We believe this arrangement enables us to support our ongoing commitment to helping our clients achieve their life style goals over time.

In addition to the products and services to which Wealth Development Group, LLC. has access, each of our affiliated entities is positioned to provide products, programs and services in specific areas of our practice, and is consistent with the quality of services our clients have enjoyed over the past years.

Your Road-Map To Endless Horizons

As always, we continue to offer the resources needed to support our client’s ongoing family, business, community and financial goals and objectives. Some of these important services are:

  • Securities & Investment Advisory Services
  • Qualified Retirement Plans
  • Life Insurance & Annuities
  • Family Legacy Planning
  • Long Term Care Insurance
  • Qualified Longevity Annuity Contracts (QLAC’s)
  • Pre-and Post- Retirement Income Planning

We look forward to continuing to provide our clients with the products, programs and services they will need to help them achieve their personal, financial and legacy goals.

"Remember, what does 'retirement' mean? It doesn't mean that you're a couch potato. Leisure is not the same things as rest. If you're bicycling five miles a day, that's leisure, but it certainly takes a lot of effort."

Robert Fogel

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