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Understanding Today’s Financial Environment

We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of planning for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

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Western Wealth Advisors Western Wealth Advisors

We are a team of experienced professionals, ready to help with your financial issues and concerns.

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Western Wealth Advisors

Our educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth.

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Western Wealth Advisors

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions.

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Your Emergency Fund: How Much Is Enough?

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Filing Final Tax Returns for the Deceased

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When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

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A letter of instruction provides additional and more personal information regarding your estate.

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How Much Home Can I Afford?

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This calculator helps estimate your federal estate tax liability.

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Estimate how much of your Social Security benefit may be considered taxable.

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Determine your potential long-term care needs and how long your current assets might last.

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This calculator shows how inflation over the years has impacted purchasing power.

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Estimate your monthly and annual income from various IRA types.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

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The decision whether to buy or rent a home may have long-term implications.

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What are your options for investing in emerging markets?

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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