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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

18 Years Worth of Days

18 Years Worth of Days

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

Budgeting After a Divorce

Budgeting After a Divorce

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

Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.

 

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

A Decision Not Made Is Still a Decision

Investors who put off important investment decisions may face potential consequence to their future financial security.

Volunteering in Retirement

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

9 Facts About Social Security

There are things about Social Security that might surprise you.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Disability Income

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

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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