Every person's finances are a puzzle that can only be solved through listening. When we begin to work together, we conduct an active listening session in which we seek to conceptualize all the moving parts of your life that could affect you financially--family, what drives you, and lifestyle.
Founder and Independent Wealth Manager, Carl McClurg Jr, an Accredited Investment Fiduciary - utilizes over thirty years of business experience to help clients develop solutions for the financial concerns in their lives.Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help.
Founder and Independent Wealth Manager, Carl McClurg Jr, an Accredited Investment Fiduciary - utilizes over thirty years of business experience to help clients develop solutions for the financial concerns in their lives.Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help.
Services
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Founder and Independent Wealth Manger, Carl McClurg Jr, an Accredited Investment Fiduciary - utilizes over thirty years of business experience to help clients develop solutions for the financial concerns in their lives. He strongly believes this can only be achieved by first getting to know each client on a personal level and fulfilling his duty as a fiduciary.
We understand the challenges families face today and want to help you develop, implement, and monitor a strategy that's designed to address your individual situation. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
FREEDOM allows us the ability to offer unbiased advice and keeps us from any ties to proprietary products and companies. FREEDOM allows us to be free from public shareholder demands and bottom-line corporate profits. FREEDOM gives us unlimited access to hundreds of global strategic partners and first-rate technology tools.
When was the last time your CPA called you up and shared a strategy to lower your tax burden? Have they ever? As part of the Tax Master Network, we offer our business owners a tax blueprint to identify any overlooked tax reduction strategies. Involves helping find potential tax savings through reducing or shifting current or future income tax liabilities.
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