LDW Consulting Group, Inc. is a full-service financial firm. As our client, you can expect Planning for Short-Term and Long-Term Goals, Retirement Planning, investment management as well as customized values-based wealth management coaching that empowers you in better decision making to experience the Life, Dreams and Wealth that you've envisioned. Whether you are experienced in the world of financial matters or are just starting to build your portfolio, LDW Consulting Group can help you to and through your every financial goal. Life Phone / Text & Email CommunicationOnline & Mobile App Account AccessBi-Monthly NewsletterEducational SeminarsAnnual Meeting with Tax AdvisorLife Planning / Value Based Planning Mobile Check DepositTax Reduction StrategiesBehavioral Financial CoachingTracking ExpensesDebt Elimination StrategiesStudent Loan Payoff OptionInsurance Reviews : Life, Disability, Long-Term CareAnnual Credit Review Dreams Basic Financial Goal SettingProgress Meetings401K, 403b, TSP & Pension AdviceMortgage Financing StrategiesGoal Specific Planning and MonitoringRetirement Planning and DesignReview of Basic Estate Planning DocumentsEducation PlanningFamily MeetingsSmall Business ConsultingClient Appreciation Events Wealth Wealth PreservationCash Reserve ManagementCash Flow Management & DesignEstate PlanningServices & Investment RecommendationInvestment Asset Allocation GuidanceCapital Preservation TechniquesTrust Review ServicesDevelop Comprehensive Investment PortfolioBeneficiary ReviewStrategies to Optimize Tax EfficiencyEstate and Gift PlanningOptional Annual Family or Financial Team Meeting It's TIME! Time to enjoy your Life, live your Dreams & build and protect your Wealth. Reach out today to schedule a free, no obligation, consultation: Get Started!