Meet Your Guide and Partner in Financial Discipline
Dora Wysocki, Licensed Retirement Income Specialist and Behavioral Guide
The Philosophical Pledge
Why I Became a Behavioral Guide
I didn't become a planner to chase returns; I became one to provide calm. I saw firsthand how market volatility and fear caused good people to make bad decisions, derailing decades of savings. That's why my practice focuses exclusively on non-volatile solutions that guarantee certainty. My role is to be your Trusted Sage—your specialist in security.
My Commitment to You
I pledge to coach you through the noise. We will replace anxiety with clarity, impulse with discipline, and doubt with long-term perspective. Because I am licensed to provide the products that guarantee income and protection (Life and Annuity contracts), I ensure your plan has a permanent foundation. My focus on Certainty comes from knowing that peace of mind is the greatest luxury retirement can offer.
What is a Clarity Session?
No Sales Pitch. Just a Path to Certainty
The Three Pillars of the Session:
The Anxiety Audit: We identify exactly which "emotional risks" (market crashes, outliving money, or healthcare costs) are keeping you up at night.
The Floor Check: We look at your current assets and determine your "Dignity Floor" the absolute minimum guaranteed income you need to maintain your lifestyle, no matter what the stock market does.
The Blueprint: You’ll walk away with a clear visual of how Annuities and IULs can serve as your "financial bedrock," allowing the rest of your money to grow without the stress of "what if ?
This is a 30-minute, zero-pressure conversation. I don’t manage assets for a percentage fee (AUM), so I have no interest in 'winning' your portfolio. My only goal is to help you lock in your independence.
Copyright © 2026. DW Financial Group. All rights reserved
Guarantees Disclaimer : Any guarantees mentioned regarding insurance products are based solely on the claims-paying ability of the issuing insurance company. We are insurance professionals dedicated to helping you achieve financial stability in retirement. We are not licensed financial advisors, investment advisors, or attorneys. We offer educational information regarding insurance solutions, specifically annuities and life insurance products (IUL). We do not provide tax or legal advice. Consult with a qualified tax professional (CPA) or legal counsel for guidance regarding your specific tax and legal situation