What We Do Together
At Enduring Wealth Advisors®, our CERTIFIED FINANCIAL PLANNER® practitioners believe in a holistic approach to your finances, taking into account life’s milestones and crossroads as we guide you toward your financial dreams and goals.
We offer these services in our pursuit of making your life’s finances exceptional for the long run.
Every plan starts with a conversation — let us know where you'd like to begin.
Financial Planning
income, expenses, assets, and liabilities. Then we create a customized plan tailored to your financial objectives and adapting to changes in circumstances.
Retirement Planning
We customize your retirement plans and distribution strategies, taking into account your risk tolerance and time horizon, to create a long-term strategy to guide you through your retirement years, including Social Security claiming analysis to help you make informed decisions about when and how to file.
Education Planning
We evaluate your college funding goals and recommend the investment vehicles most suited to your situation.
Tax Planning
Tax planning involves efforts to minimize the overall tax burden over your lifetime, by optimizing tax brackets and implementing distribution strategies in coordination with your tax preparer.
Healthcare Evaluations
Our collaboration with third-party partners ensures that we guide you toward the most appropriate coverage for your specific needs, including Medicare.
The Tools We Use
IRA Accounts
These accounts offer many tax advantages that can significantly enhance your retirement savings. We can discuss the differences between traditional and ROTH IRAs and how they would suit your long-run goals.
Life Insurance
In the event of your passing, life insurance can ensure that dependents continue to receive necessary financial support. We analyze your needs and provide tailored recommendations to secure appropriate coverage.
Stocks & Bonds
Stocks and bonds may provide a diversification strategy that fits your financial objectives and risk tolerance.
Mutual Funds & ETFs
We create balanced and diversified strategies by carefully selecting mutual fund portfolios that align with your risk tolerance, time horizon, and financial goals.
Annuities
These can be valuable tools for your retirement planning, offering a steady income stream that can last a lifetime. Together, we will discover if they are a good fit for your holistic financial strategy.
Structured Products
Combining traditional securities with derivatives creates a contract called a “structured product.” We consider them when pursuing specific client objectives.
Hourly Consulting
Our CERTIFIED FINANCIAL PLANNER® practitioners are available for short-term financial decision analysis.
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Securities are offered through LPL Financial, Member FINRA / SIPC. Investment advice offered through Enduring Wealth Advisors®, LLC, a registered investment advisor. Enduring Wealth Advisors®, LLC and Enduring Wealth, Inc are separate entities from LPL Financial.
The LPL registered representatives of Enduring Wealth Advisors® may only discuss securities or transact business with persons who are residents of AR, AZ, CA, CO, ID, KS, KY, LA, MN, NH, NM, NV, OH, OK, OR, PA, SC, SD, TX, UT, VA, WA, WV.
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