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The Advisor you've been looking for

A Different Approach to Personal Investing

If you were an investor in 2001 or 2008 you know how stressful investing can be. You may have wanted to sell your investments only to have your advisor tell you to just hold everything, as the markets fell day after day after day.  Wouldn’t you have felt relieved to find an advisor who would have called you to tell you they had taken you out of stocks in the earlier days of those gut-wrenching times? That’s what I focus on at Mossman Financial Solutions, LLC. I am the advisor you’ve been looking for.

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Retirement

 
 

Tax

 
 

Insurance

 

Helpful Content

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Asset Allocation

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Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

 

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Ready for Retirement?

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Bursting the Bubble

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