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Risk Management
My mission is to help individuals define their financial objectives, and achieve those objectives through various financial products and investment services that are designed to meet their present and future needs.
My goal is to help you make informed decisions about issues that affect your financial well being so you can achieve financial freedom.
I hope you find this site informative and useful. Feel free to contact me if you would like more information about a particular New England Financial product or service.
I look forward to hearing from you.
Ronaldprubin.com ~
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Retirement
Mallard, Judson, Athens, GA, financial planner, financial planning, financial advisor, financial, retirement, retirement planning, retirement distributions, rollovers, direct rollover, IRA Transfers, IRA distributions, IRA, IRA's, investment, investments, investment planning, investment advice, stocks, bonds, mutual funds, UIT's, unit investment trusts, variable life, life insurance, insurance, variable annuities, annuities, 401k rollover, 401(k) rollover, SIMPLE, SIMPLE plan, income planning, retirement income, Roth IRA, Roth Conversion, 72t, 72q, IRA early distributions, substantially equal periodic payments, SEPP,retirement savings, saving for retirement, Certified Financial Planner, CFP, Chartered Financial Consultant, ChFC,403b, SEP, REIT, Estate Planning, Tax, Tax planning, survivorship life, 2nd to die, second to die, Investment Adviser, Investment Advisor, financial calculators, financial plan, 403(b), 529, college planning, Traditional IRA, Spousal IRA, IRA contribution, Required minimum distributions, self directed IRA, pension maximization, pension distribution, pension rollover, financial help, funds
Visionfc.com ~
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Retirement
At Cavanaugh Finanical Group, we work with you to develop a financial plan for you and your family. We focus on helping you prepare for retirement
Cavanaughfinancialgroup.com ~
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Investment Portfolio
We help our Texas clients set up innovative, sound financial and investment plans encompassing various tax-savings techniques, and which conform to THEIR objectives...not ours.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We'll show you how to truely diversify your investments by assett types, unlike a typical stock brokerage recommendation., which will reduce your concentration and correllation risks.
We'll also help you execute a sound financial program utilizing the following products and services:
Tax Reduction Strategies for Businesses:
IRA's, Roth IRA's, & IRA Rollovers Buy / Sell Agreements
Investment management Key Man Insurance
Retirement strategies Valuations Acceptable to IRS
Pension & Profit Sharing Plans Business Continuation
Estate conservation Transfer of Assets
Insurance and annuity products Estate Tax Reduction
Non-Traded Real Estate Investment Trusts
Cornettfinancial.com ~
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Estate Planning
MGR Financial Partners, Inc., located in Decatur, AL, is an independent financial services firm that can partner with others to bring you the solutions that best fit your needs. Please explore our website where you will find a wealth of information including newsletters, articles, E-seminars, calculators and other resources.
Mgrfinancialpartners.com ~
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Retirement
We have developed and designed this website to help us help you in the complex areas of your money, your goals, and your options. Hire me and I will promise to direct you to the very best solutuion to achieving your financial goals. You may want to make an appointment to discuss whether you and I should work together or not.
Philwieloch.com ~
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