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Fee-Based Investment Management
As a firm, we believe that the only proven way to manage wealth correctly is to follow rule-based approach that eliminates human error and emotion. By teaming up with Navellier Calculated Investing, we have been able to provide our clients with dynamically managed private accounts that are actively traded in order to meet their objective.
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Retirement Income Planning
Most clients we meet understand that they need to have a plan of action heading into retirement. After all…the “accumulation” phase is over, and now it's time to pay yourself back. The truth is that “decumulating” an asset safely is a far trickier landscape to navigate, and in a low-interest economy, it can be downright dangerous.
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Annuity & SSI Maximization
How good is a guaranteed paycheck each month if it’s less than it could be? Throughout your retirement, you’ll draw on several sources of income, and we believe each one should be scrutinized to ensure that it’s paying the most it can.
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Wealth Transfer & Legacy Planning
Many of our clients have been extraordinary SAVERS, and not only enjoy an active and fruitful lifestyle but know that they will leave something behind to loved ones. As tax implications loom greater each year, there is an imminent need to begin creating an “economy-proof” legacy plan to ensure minimal or even zero taxes be paid on inheritance.
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Medicare Insurance Advisory Services
Transitioning from employer-paid healthcare or an individual plan to Medicare can be confusing. With over 10,000 people each day turning 65, the landscape has become overwhelmed with supplemental salespeople and a phone that seldom stops ringing.
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Legal & Estate Planning
Every day, individuals and their families are affected by catastrophic illnesses. What if a loved one suffers a stroke, develops dementia, or cannot care for themselves due to aging? Events like these can often lead to people losing their assets due to the cost of long-term care.
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Property & Casualty Insurance
At Principium Tactical Wealth Management, our commitment to enhancing your financial well-being remains our top priority. We have built a trusted partnership with Legacy Partners Insurance Services. This collaboration is designed to provide you with comprehensive financial solutions that go beyond traditional wealth management.
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