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Today’s Best Retirement Strategies

Today’s Best Retirement Strategies
A large percentage of Americans today struggle with understanding the financial ramifications of retirement.

Protecting Assets for Financial Longevity

Protecting Assets for Financial Longevity
A Three-Pronged Strategy for Success. It’s been less than a decade since the worst recession in recent history, yet consumer credit is already on rise once again.

Comprehensive Wealth Management

Comprehensive Wealth Management
Concierge-level service for financial freedom. In today’s world of robo-advisors and cookie- cutter financial plans, it can be a challenge for individuals to find the guidance they need

Beyond Financial Planning

Beyond Financial Planning
Teaching clients to rethink fees, embrace alternatives. Full service financial planning is what the two-decade-old Strategic Financial Associates, LLC

STAYING THE COURSE!

STAYING THE COURSE!
Don’t just watch that daily number. Keeping emotions out of the investment decision-making process is a goal and a task taking up much of the educational time a fiduciary-style

Catering to Medical Practitioners

Catering to Medical Practitioners
Former teacher enjoys schooling clients about financial planning, insurance, philanthropy.

Early Adoption of Changing Methodologies equals success

Early Adoption of Changing Methodologies equals success
Call it a drive for the acquisition of multi-dimensional success. Or, label it a cutting-edge model aimed at creating a highly personal experience for the clients of Lindner Capital Advisors.

Keep Clients from Panicking

Keep Clients from Panicking
If you can educate clients to a point where they don’t panic whenever the markets fluctuate, then you – as an advisor – have been successful.

Helping Current (and Next Gen) Business Owners Succeed

Helping Current (and Next Gen) Business Owners Succeed
Carving out a niche by solving challenges for special needs families. Columbus Capital built its reputation as a worthy financial planning firm by helping current business owners

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