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Turning your why into your way of life

At The Wellington Group, we're committed to more than just providing financial know-how. We create financial strategies that align with all of life’s whys—the people, places and things you love most. No matter what that looks like for you, it’s our team’s mission to provide the guidance and support you need to bring your why to life.

This is my why

Though we have a few years until retirement, we want to ensure we can afford our retirement dream: Buying a house closer to our grandkids.

This is my why

After eleven comfortable years in retirement, we plan to take our dream trip to Europe next year. But we’re still wondering if we can safely afford it.

This is my why

Having worked for my local hospital for decades, I'm nearing retirement and seeking guidance to convert my 401(k) and 403(b) into the lake house my husband and I have always wanted.

This is my why

  I grew my business from a garage startup to a thriving company with over 30 employees. Now, with retirement approaching, I’m wondering about the next chapter of my business.

Estate and Legacy Strategies

Our estate and legacy strategies help to ensure the people and things you love most are cared for. As a team, we also work to help you make informed decisions regarding how to plan for long-term care expenses.

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Tax Strategies

Rising taxes can impact investment returns and income. Our experts develop strategies to help mitigate tax surprises and secure your financial future.

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Long-Term Care Strategies

We assist in looking ahead for life transitions with customized long-term care strategies that fit your individual needs.

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We listen.

Then we build.

Helping you live your why starts with an honest conversation where our only goal is to listen. Once we have a clear understanding of your vision, we’ll use the key components of a successful retirement to craft your strategy:

Income Strategies

As you enter retirement, you shift from earning and saving to spending and managing. We’ll help you plan for income security by focusing on maximizing Social Security and creating an effective income distribution strategy.

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Wealth Management

Unpredictable factors like inflation and unexpected expenses are common during retirement. We’ll help build a financial strategy designed for you and your dream retirement.

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Your way to your why

To help you find your why and then craft a clear and confident path to living it, we bring our unique Wellington Approach to every strategy we create:

1

Our first step is to uncover the why behind your financial beliefs and discover your motivations for saving and investing, whether it's for a big purchase or securing retirement income.



Discovery

2

Using the information from step one, we’ll analyze your situation and begin to outline the financial strategies that help you achieve your financial goals.

Data Gathering

3

Next, we’ll develop a personalized financial strategy based on your unique needs, whether you're a professional, entrepreneur or nearing retirement.

Research and Analysis

4

Once we’ve created your strategy, we’ll book a meeting to present what we’ve created and answer any questions.

Recommend

5

Once you've reviewed your strategy and are fully satisfied, our team will work to make it a reality.

Implement

6

During every step of your retirement journey, we’ll maintain consistent communication and work to adapt your strategy to meet your needs as they evolve over the years. 

Periodic Review

Ready to live your why?

Book your no-obligation meeting to chat with our team today! 

Already have an advisor? No problem. This meeting is about getting to know you and your why—no pushy sales tactics and no pressure to become a client. 

Contact Us

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