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Plan for
Retirement

Manage your income and images to meet your retirement goals.

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Plan for
your Family

Put away money for your grandkids education, a new home, or that dream vacation.

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Investment
Planning

Plan for a better future by investing your money in the right financial products/plans.

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Save
Taxes

Manage your taxes with proper planning to save more money for your future needs.

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Set up an
Emergency Fund

Create a safety net to prepare for emergency expenses such as a major illness or home repairs.

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Manage
your Budget

Ensure you have enough money to take care of any liabilities or future expenses that you may incur.

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Planners Spotlight

All Financial Advisors listed are vetted and fee-only or fee-based professionals.
They offer a FREE initial consultation.

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Mike Breitfeller
The Breit Group

96 W Salisbury St. Floor #3
Wrightsville Beach, NC 28480

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Jesse Loveday
Visionary Horizons Wealth Management

620 Mabry Hood Rd Suite 301
Knoxville, TN 37932

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Ryan Veldhuizen
Catalyze Wealth Management

550 Congressional Blvd
Suite 350
Carmel, IN 46032

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Michael Loftus
Loftus Wealth Strategies

32895 Coastal Highway
Bethany Beach, DE 19930

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Brian Bisdorf
Cedarwood Financial Partners

201 American Concourse Suite 310
Fort Worth, TX 76106

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Manuel Gonzalez Teran
Prime Capital Financial

6550 Rock Spring Dr.
Suite 200
Bethesda, MD 20817

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5 Ways to Discover a Fulfilling Purpose in Retirement

By Financial Advisor Insights
-May 19th 2025

Retirement is often painted as the ultimate reward after decades of hard work, where you can relax, travel, and have the freedom to do as you please. But for many, the transitio

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Read more
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I am in my 50s. How do I Increase My Savings for Retirement?

By Financial Advisor Insights
-May 16th 2025

By the time you reach your 50s, it is recommended to save around six times your annual salary. This target is achievable if you have been saving consistently throughout your car

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Read more