A clear plan for the decisions that keep you up at night.
Project-based or ongoing planning for the questions that keep you up: tax strategy, college affordability, Social Security timing, healthcare in retirement, and estate decisions. Annual reviews keep the plan alive.
Each area is part of one plan.
You can start with a single question or ask for a complete plan. Either way, we look at how each decision affects the rest of your finances.
Comprehensive planning
Goals, cash flow, savings, investments, insurance and estate, in one written plan.
Tax strategy & projection
Multi-year tax projections, Roth conversion analysis and timing of income and deductions.
Estate, gifting & legacy
Beneficiary reviews, gifting strategies and coordination with your estate attorney.
College affordability
Savings targets, 529 plans and how financial aid formulas treat your assets.
Social Security timing
When to claim, how spousal and survivor benefits work, and how claiming affects taxes.
Healthcare in retirement
Estimates for Medicare premiums, supplemental coverage and long-term care.
Retirement projections
Whether your savings will support the retirement you want, and what to change if not.
Four steps, then an annual review.
- 01
Discovery
We learn your goals, concerns and current situation.
- 02
Analysis
We gather your documents and model the options.
- 03
Your plan
You receive a plain-English plan with explicit trade-offs and next steps.
- 04
Annual review
We revisit the plan each year, or sooner when life changes.
Andrea DardenFounder and CEO
Dave McNeelyChief Investment and Financial Strategist
Mark MinderDirector of Business Strategies and Advanced Planning
Hylan MoisesPrivate Markets StrategistDarden Wealth Group is a registered investment adviser. Darden Wealth Group does not provide legal, tax, or accounting advice. See our Disclosures and Form CRS.
See if we're a fit.
Answer a few short questions about your family and finances. You'll get a recommendation and can book a time with the right advisor.