Financial security is often a major objective in each of our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, Dwayne Day and his team can help you identify your needs and provide complementary solutions.

As a Wealth Management Advisor, in all situations Dwayne Day will make those recommendations which he would do for himself and his family if faced with a similar situation.  Dwayne specializes in the area of retirement distribution planning, which sets him apart from others, and helps individuals and families navigate through what can be a very confusing world called Retirement.

By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, Dwayne Day will do his best to help you protect and provide for those people you care about most. Dwayne will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that he would expect for myself.

How to Save for a Down Payment on a House

There are some general rules to figure out how much house you can afford and how big a down payment you may need. 

What Is an RMD?

When you turn 72, the IRS requires you to start taking required minimum distributions from your tax-deferred retirement accounts.

Is It Better to Have a Will or a Trust?

They can both serve an important part in an estate plan. We break down the differences.

 

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Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.