Take the first step toward your ideal retirement

We can help you build a clear strategy designed to achieve your goals.

Get started in 3 easy steps:


Schedule a meeting to sit down with Dwayne and discover what your ideal retirement looks like.


Using the Kappell Wealth Strategies process, we’ll examine your current financial situation and determine your retirement needs.


Receive a custom strategy to help you reach your unique retirement goals.


Instant Download

Need help navigating challenging markets?

This complimentary guide walks you through three things to check now to help ensure you and your family are supported — even if the economy takes a dip.
What you’ll learn:

  • 5 sources of income (aside from Social Security) to factor into your retirement equation
  • A simple calculation to determine whether you’ve saved enough to retire
  • Alternative methods to create income without relying on the volatile stock market

Attend a Live Event

Attend one of our informational workshops to learn more about retirement income strategies, wealth management and more.


No events are scheduled at this time. Please check again soon!

Get to Know

Discover how we help individuals and families achieve their ideal retirements.


Free Retirement Planning Book!

Your Personal Financial Help Center, Special Retirement Edition
by Bruce Sankin

This book will tell you:

  • How to maximize your Social Security benefits.
  • How to choose the right annuity for your retirement.
  • How Long Term Care Insurance can help protect your hard earned money in case of illness.
  • How to protect yourself against Identity Theft.
  • What to look for in Life Insurance.
  • What you should know that could save you money! and much more
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