Family Wealth Group

Family Wealth Group Vice President Donald Bentley talks about their complimentary dinner seminars that help you reduce you taxes and expand your estate.
Family Wealth Group is committed to financial advisory services for retirees and their unique situation. We provide comprehensive planning that includes tax, fee and risk assessment to assure predictable returns with the least amount of risk. We believe that the key to successful investing is not just to “make money with your money,” but rather to “keep more of what you make.” without proper comprehensive planning involving taxes, fees, and risk it is inevitable that you will give back much of your gains in up markets to avoidable taxes, unnecessary fees, and losses from market downturns.