Broker Check

People We Serve

Dentists

If you’re dentist, you’re probably already aware that dentistry has become a lucrative business. In fact, it’s become so profitable that many of our clients who are physicians have told us that they actually regret going into medicine instead of dentistry.

Despite the gap between the two industries, dentists are nevertheless experiencing some of the same headaches that physicians had to deal with in the ‘80s and ‘90s. In those two decades, physicians with private practices were forced to join group practices because of problems in the HMO marketplace. Now dentists are undergoing a similar shift, transitioning from individual practices to dental groups.

Dentists who plan to sell a private clinic face two problems. First, there’s a shortage of new dentists entering the workforce, which means there are fewer potential buyers for private practices. And second, many young dentists can’t afford to buy a private practice outright.

Navigating through these difficulties isn’t easy, and that’s why you need WMGNA. With our All-Inclusive Wealth Management Service, you will receive a comprehensive review of your entire financial situation every year. We will sit down with you personally and analyze the myriad issues your practice is faced with— financing, disability, life, malpractice insurance, 401(k) & pension plans, buyouts, asset protection and more. You simply choose a monthly membership plan. We have several to choose from, and they start at just $175.

Membership will give you a unique method of financial planning called Restylement™. Since starting our practice in 1995, we have learned that as our clients’ lives change, so must their financial strategies. That’s why we offer a 360° method of financial planning that evolves as your life transitions from one chapter to another.

In addition to our tried and tested method of financial stewardship, you also receive our complimentary WMGNA mobile app. You can keep track of your account documents and monitor your portfolio’s performance quickly and easily.

With our help, you’ll be able to obtain True Success:

           True Success Formula™ = Having a Great Lifestyle + Money × The Time to Enjoy It!

If you’re facing some or all of the financial problems dentists frequently have, WMGNA has solutions. Call or e-mail us at info@wmgna.com to get started on the road to True Success today!


Executives at Publicly-Traded Companies

If you’ve succeeded in your journey up the corporate ladder, it may be time to look over your finances, protect what you’ve earned, and invest for the future. We can help you do that, and more.

With over 20 years of experience serving business executives and their families, our All-Inclusive Wealth Management Service is built upon an understanding of our clients’ needs. It includes a complete review of your entire financial life every year. We call it a Restylement™ plan, and we’ve seen it work in our clients’ lives.

At WMGNA, we make a 360° analysis of all your economic needs and provide assistance wherever necessary. You simply choose a monthly membership plan, which starts at $175. In return, you receive unbiased recommendations, complete transparency, and no conflicts of interest. And with our new WMGNA mobile app, all your account information is conveniently accessible while you’re on the go.

Since starting WMGNA in 1995, we have improved and refined our financial services model to make it more accurately reflect the lifestyle, needs, and goals of our clients. We believe even more firmly now that relying on the government or a company’s future prospects to take care of you or your family is a road to failure.

Companies are a type of living organism. They live and then die in bankruptcy court. They can be acquired by another firm, or merge and disappear. Relying on the past performance of a corporation to take care of you and your family is a shaky proposition at best.

Trying to wade through the maze of equity compensation by yourself is another daunting task. We have been able to help numerous senior officials navigate topics such as restricted stock units, deferred compensation, 401(k) investments, long-term incentive plans, life insurance, and more. We can help you, too.

Our recipe for True Success is quite simple:

         True Success Formula™ = Having a Great Lifestyle + Money × The Time to Enjoy It!

If you would like to know more about how we can help you to achieve that, feel free to give to call or e-mail us at info@wmgna.com to get started on the road to True Success today!


Small Business Owners with Less than 39 Employees

Building a new venture from the ground up, growing an existing business, and transitioning a business from one generation to another all have two things in common. First, they’re difficult processes. And second, they all take a lot of time.

As a result, most business owners spend more time working “in” the business—that is, dealing with everyday details—than they do “on” their business. But if they don’t put in enough time to grow and expand the enterprise, they’re not going to see much long-term success.

Michael Gerber, author of The E-Myth Revisited, says the typical small business owner’s personality is made up of 10% entrepreneur, 20% manager, and 70% technician. The perfect mindset, however, is composed of the three parts equally. Such an ideal psychological framework allows one to focus on the short-term and long-term prospects of a business simultaneously.

That’s a lot easier said than done, especially when you factor in all the other decisions, challenges, and considerations that small business owners must deal with on a daily basis. Fortunately, here at WMGNA, we can help make things a lot less stressful.

With a monthly membership plan at WMGNA, you will receive our All-Inclusive Wealth Management Service. Plans start at just $175 and include advice on such issues as 401k/profit/defined benefit plans, succession planning, asset protection and more.

You’ll also receive WMGNA’s unique method of financial planning. We call it Restylement™, and it has helped other business owners just like you. It creates a roadmap to success by performing a 360° analysis of your entire financial life.

Your membership also includes access to the WMGNA mobile app. You’ll be able to monitor your account’s performance and keep track of your important documents while you’re on the go. It’s all part of the WMGNA Experience.

With the many benefits of WMGNA membership, you can finally achieve True Success:

         True Success Formula™ = Having a Great Lifestyle + Money × The Time to Enjoy It!

Whether you’re facing some or all of the problems mentioned earlier, or you have other concerns and need some guidance, we can help. Call or e-mail us at info@wmgna.com to get started on the road to True Success today!

 

Those Within 3 Years of Collecting Social Security

If you're close to retirement and thinking about signing up for your long-awaited Social Security benefits, you may feel somewhat overwhelmed with the amount of information you've seen thus far. You’ve probably heard the countless talking heads on TV who claim to have a one-size-fits-all solution to your financial needs.

At WMGNA, we have learned over many years of experience that there's really no such thing. There is no magic formula that will succeed for every person in every situation. Financial advice in a box at $19.99 simply doesn't work.

With our Restylement™ method of financial planning, we will sit down with you personally and develop a tailor-made strategy for a successful retirement. We'll go over your entire financial situation, covering topics such as Medicare choices, 401(k) assets, and pension plans. We’ll help you navigate from the Saving It phase of your career to the Spending It stage, and then finally to Transferring It. It’s all part of the WMGNA experience.

Our All-Inclusive Wealth Management Service provides much more than what you will receive at other firms. We deliver assistance on charitable giving, financial paperwork, multi-generational planning, and more. You get all this plus transparency, integrity, and no hidden fees. And with our newly-designed mobile app, you can monitor your account and keep track of all your important documents around the clock.

Instead of a complicated pricing structure that you’ll find at other firms, at WMGNA you simply pick a monthly membership plan that fits your needs. Plans start as low as $175.

To achieve True Success in life requires perseverance and the right people on your side. You can’t do it alone. When you contact us, we’ll tell you about our formula and how we’ve made it work for people just like you.

         True Success Formula™ = Having a Great Lifestyle + Money × The Time to Enjoy It!

If you’re not sure when you should begin Social Security, our 360° method of financial planning will find an answer. Call or e-mail us at info@wmgna.com to get started on the road to True Success today!