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How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Investment Management:

Investment Management:

Brokerage Account

Traditional IRA

Roth IRA

Annuities

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Employer Sponsored Plans:

Employer Sponsored Plans:

SEP IRA

Solo 401k

Simple IRA

401k Plan

Profit Sharing Plan

Cash Balance Plan

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Financial Planning:

Financial Planning:

Retirement Planning

College Planning

Goal Planning

Tax Planning

Budgeting

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Insurance Planning:

Insurance Planning:

Life insurance

Long Term Care Insurance

Disability Insurance

Group Insurance

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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

JBritton@askcwm.com  |  978-689-6997