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MAKE YOUR WEALTH SIGNIFICANT

 

1

Start Significantly

Knowing how your money works, how to navigate the tax laws effectively and how to build a reliable and dynamic plan is the foundation of the Significant Wealth philosophy.

2

Grow Significantly

Significant growth means having a well thought out plan, one that includes life’s variables, such as education, home purchases, and travel. Your personalized financial plan will help you continue to live significantly.

3

Retire Significantly

This is an exciting, but sometimes uncertain time. Can you maintain the lifestyle you’ve become accustom to? Retiring significantly is more complicated than ever, that’s why we exist – to make a significant retirement a reality.

 
 

Does your advisor know how to guide you through Social Security? Do they understand the power of Roth Conversions? Are they familiar with Alternative Investments, or how to generate income from your investments?

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WE BELIEVE KNOWLEDGE IS POWER

 

Our Significant Wealth Seminars are designed to help you understand some of the foundational philosophies we follow when helping guide our clients through each of their life stages. Our no-obligation, strictly informational seminars will help you discover the answers to these urgent questions.

  • Are you overpaying the government in your taxes?

  • How much risk is in your portfolio?

  • How much of your hard earned wealth will be accessible to you?

  • Do you have a reliable contingency plan for unforeseen events?

  • Is your wealth growing at pace with your retirement goals?

  • Will your wealth be passed along the way you want it to?

 
 

What’s keeping you up at night?

You’ve grown into the successful career you’ve worked hard for. Now is the time to be focused on growing your financial wealth. No matter if the goal is to buy your first home, build that nest egg, or save to start your own business, our vast experience in wealth building can help you achieve your goals.

 

Plan your retirement

Is your retirement going to be the way you dreamed it would be? Do you have enough to retire well and leave a legacy? We specialize in retirement planning that gives significance to the years you’ve looked forward to while helping you plan to leave a lasting legacy.

avoid unnecessary taxes

Are you overpaying the government? Are taxes damaging your financial health? We provide sound strategies to not evade taxes but avoid overpaying the government what you’ve worked so hard to earn. Don’t let the government get the most gain from your wealth.

save on tuition

It’s never too soon to think about saving and planning for your child or your grandchild’s education. With costs rising every year, we design custom strategies that will help open the doors to the world-class education they deserve.

 
 
 
 
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There’s No Obligation

Our services come full circle. We are confident that through our educational seminars and meetings with our expert staff members – we can help you to acheive the future you desire.

 
 

 Visit Our Significant Wealth Partners YouTube Channel

Visit our YouTube channel below, your go-to destination for valuable insights on financial planning. Our new channel provides educational content that revolves around retirement planning,  social security, taxes in retirement, estate planning, income planning, Medicare, and long-term care planning. 

Click here to visit the YouTube channel, or click here to learn more about our videos. 

 
 

Our Financial Planning Services Include:

We have more to offer for your wealth protection. Our Significant Wealth Seminars are designed to help you understand some of the foundational philosophies we follow when helping guide our clients through each of their life stages. Our no-obligation, strictly informational seminars will help you discover the answers to these urgent questions.

 

Tax Efficient Retirement Planning

Retirement dreams vary, from globetrotting to cherished family time. Our tailored plans, featuring income and expense reports, help you achieve your vision. In addition to regular living expenses, it’s critical to account for the two largest and often overlooked expenses: Taxes and Healthcare. (read more)

Social Security Optimization

Social Security often serves as the primary retirement income for many families, with approximately 44% of retirees relying solely on it. We can just say our team has helped many families with social security planning. Marital, single, divorced, widowed, WEP, GPO, and more, our team has the experience to help you put the right plan in place. (read more)

Investment Management 

Our client relationships are founded on the cornerstone of tailored portfolio design and continuous management. We adopt an objective, diversified strategy when crafting portfolios, ensuring they align seamlessly with your unique requirements. (read more)

 

Income Planning

Beyond Social Security benefits, numerous retirees lack guaranteed income sources, relying instead on employer-sponsored 401(k) plans. Understanding how your 401(k) or IRA account translates into a dependable monthly income is essential. Evaluating other income planning options is also a must. (read more)

Tax Minimization

While most financial plans address housing, transportation, healthcare, food, and travel expenses, a frequently overlooked but significant retirement cost is Taxes. Our Tax Minimization service helps you to not overlook any potential tax savings. (read more)

Estate Planning

Safeguard the legacy you've built over a lifetime. A truly comprehensive financial plan includes a meticulously crafted estate plan. Without a plan you may expose your assets to costly and protracted probate procedures, not to mention the disputes among your heirs. (read more)

 
 
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