Planning With Purpose For Real

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Planning With Purpose For Real

Planning With Purpose For RealPlanning With Purpose For RealPlanning With Purpose For Real
Home
MORE ABOUT PWP
RESOURCES
SERVICES
Contact
More
  • Home
  • MORE ABOUT PWP
  • RESOURCES
  • SERVICES
  • Contact
  • Home
  • MORE ABOUT PWP
  • RESOURCES
  • SERVICES
  • Contact

Plan With a Purpose

Plan With a PurposePlan With a PurposePlan With a Purpose
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Why Plan With a Purpose For Real?

Define your goals

LIFE IS SHORT. LIVE PURPOSEFULLY

LIFE IS SHORT. LIVE PURPOSEFULLY

Don't invest and hope for the best, be specific! For example if  you want to retire have you determined how much income will you need or how will you accumulate and distribute funds efficiently? How will taxes impact you today or tomorrow? Could changes today mean more peace of mind? 


LIFE IS SHORT. LIVE PURPOSEFULLY

LIFE IS SHORT. LIVE PURPOSEFULLY

LIFE IS SHORT. LIVE PURPOSEFULLY

- Life can only be understood backward, but it must lived forwards

-Sören Kierkegaard


Determine your goals.

Plan accordingly.

Execute efficiently. 

comprehensive fiduciary planning

LIFE IS SHORT. LIVE PURPOSEFULLY

comprehensive fiduciary planning

Financial plans involve more than just  investment selection. Incorporating efficient saving and income planning with special focus on tax implications now and the future. 

Nate Lovik 

CERTIFIED FINANCIAL PLANNER™

Chartered Special Needs Consultant™

Accredited Investment Fiduciary™

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consultations at no charge

Our initial meeting will be a simple conversation to get to know each other. You'll learn about our processes, services, and potential costs. I'll get to better understand you and your goals. If a mutual need exists, there will be some "homework" involved for each of us to set expectations how we'll move forward together. My goal is to provide as transparent and realistic financial plans to fit your needs. 

Planning With Purpose For Real

Call today at 888.526.8755

Hours

Hours are flexible and by appointment only

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Advisory services offered through Strategic Asset Management, LLC.(SAM) a Registered Investment Advisor. SAM and Planning With Purpose For Real are not affiliated. 

 Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 


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