Last Updated: Jul 9, 2020

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
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