Founding Partner
Jeffrey Reddick, CFP®
Lead Planner & Strategist
Meet Jeff
A CERTIFIED FINANCIAL PLANNER® professional with over 25 years of experience in advanced planning. Jeff created WG Plan’s four-lever framework.
A broader perspective on wealth
Four levers.
One coordinated
plan.
Your household has more than one kind of risk.
Start with the diagnosis. Build the plan around it.
Silent, 38-second visual explanation of looking at patterns across scales. The chart follows a hand-traced mountain ridge; it is illustrative, not real market data or a forecast. Reduced-motion visitors see a still image unless they choose Play.
INDEPENDENT IN OUR THINKINGFIDUCIARY IN OUR ADVICEPERSONAL IN OUR APPROACH
Understand the risk. Then choose the tool.
Silent illustrative chart: an arrow highlights a low point where retirement withdrawals may begin. A second arrow highlights another low point where a care expense may arise. Withdrawals during a decline leave less money invested to participate in a recovery. Life does not wait for markets to recover. Plan for income, care, and access to money. These are illustrative scenarios, not a market forecast.
A market decline, a long retirement, care costs, and lost household income are different problems. One investment dial cannot answer them all.
We begin with what your household needs: income, time, access to money, and protection for the people who depend on you. We measure the gaps, explain the cost of addressing them, and document the risks you deliberately choose to keep.
Explore our planning process ↗Diagnose your needs.
Measure income coverage, survivor needs, time horizon, liquidity, and eligibility.
What we examine ↗Make informed choices.
Compare each tool's role, cost, and limits. Accept or address the risk deliberately.
How decisions are made ↗Keep the plan connected.
Coordinate account placement and tax considerations, then review drift and life changes.
How the plan adapts ↗The WG Plan four-lever framework
Different roles.
Shared purpose.
Growth, protection, diversification, and risk transfer each have a place in the conversation. Your household's needs determine which belong in your plan.
Explore the complete framework ↗Market Based
Participate · Adaptive public-market growth
Pursue growth with an adaptive, rules-based process.
Market Hedged
Defend · Contractual buffers and floors
Address the impact of market losses when timing matters.
Alternatives
Diversify · Different sources of return
Consider different sources of return, where appropriate.
Risk Transfer
Transfer · Longevity, care, and survivor needs
Evaluate protection for longevity, care, and survivor needs.
Four levers are the full toolbox—not a quota. The first three manage risk. The fourth transfers specified risks by contract. Your diagnosis determines the mix.
A thoughtful first step
Before you move forward,
see where you stand.
COMPASS Vision™ is a complimentary diagnostic that brings your financial picture into focus.
Begin with the risks already in your household—not a list of products. The full planning process connects those findings to a lever mix, account placement, documented tradeoffs, and ongoing review.
Understand your life
Your goals, obligations, and what is changing.
Examine your plan
Your income, investments, taxes, and potential risks.
See your next steps
A practical conversation about your options.
The people behind your plan
Expertise with
a personal connection.
Planning, investment strategy, estate considerations, and day-to-day care—brought together by people who take the time to know you.
Founding Partner
Taylor Phillip Willingham
JD, MS · Estate & Legacy Planning
Meet Taylor
Taylor brings experience as an estate and elder law attorney and a Master of Science in Personal Financial Planning to the family's estate and legacy decisions.
Advice & Oversight
Kathy Im
Wealth Advisor & Compliance Officer
Meet Kathy
Kathy helps clients align their finances, values, and purpose so financial decisions support the lives they imagine.
Client Experience
Anne-Marie Daugherty
Director of Operations
Meet Anne-Marie
Anne-Marie supports clients and advisors, oversees marketing, and keeps the firm's day-to-day operations connected.
A little more perspective
Make sense of
the decisions ahead.
Clear explanations of the ideas behind your plan, with space to explore at your own pace.
Let's begin with you
What would you like
your wealth to make possible?
Bring your questions. Share what is changing.
We’ll help you see a thoughtful way forward.
Meet with us in McKinney or Southlake.