FINANCIAL CHECKUP

Bringing clarity to your finances

A simple process with clear next steps.

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Are you unsure about the state of your finances?

  • Should I have all my savings in cash?
  • Am I saving enough for retirement?
  • How do I get started with investing?
  • Where do I start with making a long-term plan?
  • What are my insurance needs?

A Financial Checkup will provide a complete financial picture for you and help identify and manage your risks.

Your finances.
Your future.
Our guidance.

 

You have unique passions, goals, needs. Our Financial Checkup is designed to help us get to know you and design a comprehensive plan for the future you desire.

 

With our guidance, achieving what’s most important to you may be closer than you think.

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Certain appropriately licensed individuals are registered to offer Investment Advisory Services through 49 Wealth Management, LLC (“49WM”), an SEC Registered Investment Adviser. 49WM does not provide tax or legal advice and is not a certified public accountant. Any decisions on whether to implement any ideas on this website should be made by the client in consultation with professional financial, tax, and legal counsel. 

 

This site is published for residents of the United States only. Investment Advisor Representatives of 49WM may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the 49WM Compliance Department at (512)387-0495.

 

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