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Services

The WAWLE Services

WAWLE provides the most comprehensive financial planning for individual, family, and business. It starts with a private consultation, follow with thorough analysis. The goal is to offer you the best solutions that fit your financial needs at the lowest risk.   

It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.

― Robert Kiyosaki

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College Financial Planning

No parent wants to compromise the quality of their children’s education, yet college tuition costs continue to rise. With the proper College Financial Planning, your family can take advantage of Financial Aid and receive the world’s best education at the most affordable cost.

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Tax Strategies

Taxes will be increasing, are you prepared? Tax Always vs. Tax Deferred vs. Tax Advantage, we can help you to strategies your asset portfolio, take Tax Advantage.

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Long Term Care

Long-term care planning is often overlooked but can be a key component of a solid financial foundation, especially as people continue living longer. Although your need may be far into the future, the time to plan for it is now – to help ensure expenses are covered if and when extended care is needed.

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Business Strategies

Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future security of their businesses. We can help structure strategies for employees and owners to help ensure if- or when- something happens, those who own and run the business are protected.

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Retirement Strategies

The key to a successful retirement is one that doesn’t require you to compromise your lifestyle or wonder if and when your funds will run out. As an independent agent, we can provide a variety of options to help you prepare for your leisure years confidently without have to sacrifice your quality of life.

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Insurance Protection

The most important part of preparing for the future is protecting it. We can help you prepare for uncertainty. Whether you outlive your retirement, pass away unexpectedly, or become disabled, there are products that can help protect the life you’ve built for you and your loved ones.

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Legacy Strategies

Without a personal legacy plan, the value of your estate can be eroded by taxes and assets may be dispersed in unintended ways. We can work with your attorney and tax professional to fund legacy strategies that can include life insurance products to keep your loved ones secure long after you're gone.

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