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The Alliance

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Partnership

Wealth Management has joined forces with one of the nation's top ranked teams through our partnership with Carson Institutional Alliance.

Clients

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Wealth Designed. Life Defined.TM

The Wealth Management Team's mission is to build meaningful, long-term relationships inspiring our clients to achieve True Wealth, free of worry and regret, through a unique combination of wealth planning, asset management and life coaching, called LIFEonomicsTM. We are one of the top wealth management firms in Little Rock, Arkansas serving affluent families, business owners, executives and institutions. Our team provides the highest level of service for our local and national clients in financial planning and investment management. Contact us today and let Wealth Management, Inc. help you on your True Wealth journey.

 

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How the Federal Reserve Works

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A Look at Whole Life Insurance

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Debt Stress

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Use this calculator to better see the potential impact of compound interest on an asset.

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

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Estimate how long your retirement savings may last using various monthly cash flow rates.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Protecting Those Who Matter Most

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

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

Principles of Preserving Wealth

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

Your Cash Flow Statement

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5 Smart Investing Principles

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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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Ready for Retirement?

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Jane Bond: Decoding Diversification

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite, to provide information on a topic that may be of interest. FMG Suite is a seperate entity from CWM, LLC. Investment advice offered through CWM, LLC, a Registered Investment Advisor. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment advisory services, we are currently required to limit access of the following pages to individuals residing in states where we are registered to provide investment advisory services. We are licensed in the following states:  AR, CA and TX. Rob Holdford's Arkansas Insurance Lic #25003. Brad Isroff's Arkansas Insurance Lic #265961.

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2311 Biscayne Drive, Suite 140
Little Rock, AR 72227
Phone: (501) 217-4069
Toll-Free: (877) 211-4069
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320 Ouachita Avenue
Suite 300
Hot Springs, AR 71901
Phone: (501) 860-1385
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