Investment, Retirement & Pension Services

Dwight Watson has the ability to help you individually or as a group. Feel free to contact Dwight for any of the following servcies. Don't be afraid to ask if if there is something you require that isn't listed below.

• Portfolio building and investment selection
• Creation of a personalized financial plan and customized asset allocation model
• Comprehensive estate planning, including consultation with estate lawyers and other specialists if necessary
• Tax minimization for individuals, farms, and small businesses
• Succession planning and business sales
• Farm consulting, including advice on financing, sale, and succession
• Risk management and wealth preservation, including life, disability, and critical illness insurance
• Legacy planning, including the creation of charitable endowments and foundations