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Portfolio
A comprehensive market-investment solution.
Your portfolio is managed as one coordinated whole.
Coordinated as one whole
Independent · fiduciaryRetirement · tax · estate
Built for your life.What's your PLAN?
Independent, fiduciary financial planning for retirement, tax, and estate decisions.
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Now exploringPortfolio
A comprehensive market-investment solution.
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Select a bearing · swipe the framework · use arrow keys
A plan, not a product shelf
Most retirement plans rely on one approach—and hope it works out. Hope isn't a strategy.
WG Plan brings portfolio management, risk, tax awareness, and estate planning into one connected view built around the life you intend to live.
Portfolio Level Allocation Navigator
P.L.A.N. keeps investments aligned with your personal plan.
The compass follows the control you are viewing—never a timer. Click, scroll, swipe, or use the arrow keys.
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Level
The level your plan requires.
Risk, income, and return are targeted to your personal plan.
Risk · income · return
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Allocation
Independent, purpose-built strategies.
Your allocation blends strategies chosen for distinct roles.
Independent · purpose-built
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Navigator
Quantitative, rules-driven, market-responsive.
P.L.A.N. continuously monitors key market factors and adjusts portfolio risk in real time, according to your personal plan.
Data and rules · not emotion
The 4-Lever Framework
Four distinct financial levers. One more robust plan.
Choose a bearing—or swipe the framework—to see how each lever addresses a different job in the retirement plan.
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Participate · following the compass
Alternative strategies are available only to eligible accredited investors. Insurance and other solutions are considered only where appropriate and through the fiduciary planning process.
See your plan before you commit to it
COMPASS is the planning platform behind every engagement.
It runs your numbers through thousands of market scenarios, models taxes year by year, and stress-tests income against what can actually go wrong—a downturn early in retirement, a shift in tax law, or the loss of a spouse.
COMPASSSee clearly first
Market sequence
Will your income hold up if markets turn early in retirement?
Tax trajectory
What are you really paying in tax—this decade and next?
Plan resilience
How is your plan positioned across thousands of market scenarios?
Life disruption
Where is the gap if a spouse is gone or the plan changes suddenly?
Our team
Connected expertise, built around your life.
Planning, portfolio strategy, compliance, operations, and estate planning stay connected—without losing sight of who is responsible for each piece.
Jeffrey Reddick, CFP®
Founding Partner · Lead Planner & Strategist
Jeff is a CERTIFIED FINANCIAL PLANNER® professional with over 25 years of experience in advanced planning. He created WG Plan’s proprietary 4-Lever Framework, combining market-based, market-hedged, alternative, and risk-management strategies into one holistic, institutional-grade solution.
Taylor Phillip Willingham, JD, MS
Founding Partner · Estate & Legacy Planning
Taylor brings his experience as an estate and elder law attorney with a Master of Science in Personal Financial Planning to clients’ estate and legacy planning needs, helping those decisions fit into the overall financial plan.
Kathy Im
Wealth Advisor & Compliance Officer
Kathy is a holistic wealth advisor who helps clients align their finances, values, and purpose. Her goal is to help clients use financial security to live the lives they imagine.
Anne-Marie Daugherty
Director of Operations
Anne-Marie supports clients and advisors and oversees marketing. She keeps all facets of WG Plan connected so the team can fulfill its mission to serve clients.
Estate & legacy planning
Estate decisions should fit the overall financial plan.
WG Plan can coordinate estate and legacy planning with WG Law so investment, protection, and legal decisions share context. WG Plan and WG Law remain separate entities under common control, and neither relationship creates the other.
Visit WG LawThe guide, in plain language
Start with what you want to understand.
What does fiduciary advice mean at WG Plan?
It means the advice begins with your interests, goals, and full financial picture. We explain the recommendation, the tradeoffs, and how each decision connects to the larger plan.
What does P.L.A.N. stand for?
Portfolio Level Allocation Navigator. It is WG Plan’s proprietary quantitative model that continuously monitors key market factors and adjusts portfolio risk in real time according to your personal plan.
How does the four-lever framework work?
The framework combines market-based investing, market-hedged strategies, alternatives for eligible investors, and risk transfer. Each lever has a distinct job inside the broader retirement and wealth plan.
What is COMPASS Vision™?
It is a complimentary diagnostic that shows where you stand today and how your current plan is positioned to weather what is ahead—before you commit to a strategy.
Do I need to be a WG Law client?
No. WG Plan can serve you independently. When legal coordination would help, our relationship with WG Law can make it easier to keep financial and estate-planning decisions aligned.
What happens in the first conversation?
We listen. You can share what is changing, what feels disconnected, and what you want your money to accomplish. We will explain a practical next step without pressure or jargon.
Start with COMPASS Vision™
To get where you're going, you have to see clearly.
Begin with a complimentary diagnostic that shows where you stand today and how your current plan is positioned to weather what's ahead.