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Understanding You Life of Intention

When Was the Last Time Someone Took Care of You?

You’ve heard it a million times: planning for your future is important and you need to get started now. But when was the last time a financial professional took the time to understand your dreams and what financial planning means to you and your loved ones?

At Western Wealth Management, we work as a team to pursue your goals. It’s never about our advisors, product sales, or bottom lines. It’s about the financial planning process we take with you to ensure you live a life by design.

Start building a lifelong relationship with a trusted financial guide. Contact us today.

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Services

Investments

Picking appropriate investments for you is instrumental in helping you work toward your goals. Our investment allocation is based off your risk tolerance, tax situation, and objectives.

Retirement Planning

We can help develop Pension, 401(k), 403(b), Profit Sharing, SEP, SIMPLE, IRA, etc. and incorporate them into any plan.

Insurance

Keep your financial plan protected with insurance.

Charitable Giving

Providing tax strategies to help you give to the charity of your choice

Helpful Content

What Smart Investors Know

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Volunteering in Retirement

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Strategies For Managing Student Loan Debt

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

 

Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Money that Buys Good Health is Never Ill Spent

It's important to make sure your retirement strategy anticipates health-care expenses.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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