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Our Services

How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investments

Managed Accounts

Mutual Funds

Traditional IRA

Roth IRA

SEP IRA

Brokerage Accounts

Annuities

College Saving Plans (529)

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    Financial Planning

    Qualified Retirement Plans
    (Pensions, 401(k), SIMPLE IRA, etc.)

    Tax Plans

    401(k) Planning

    403(b) Planning

    College Plans

    Estate Plans

    Money Purchasing Plans

    Profit Sharing Plans

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    Insurance

    Disability Income Insurance

    Life Insurance

    Long-Term-Care Insurance

    Medicare Supplement Insurance

    Group Insurance
    (Health, Life, Disability, LTC, etc.)

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    For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

    brian@pwealthmgmt.com | 817-637-8121