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Advanced Time Segmentation®

Advanced Time Segmentation is a different way of looking at and presenting financial planning. At its core, we match our client’s assets to their income liabilities. Meaning, we lay out a strategy that creates inflation-adjusted income that addresses risk by giving equities time to potentially grow untouched. This approach allocates assets into different time segments based on the period of time when those assets are expected to generate income. Advanced Time Segmentation seeks to provide investors with ...

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Advanced Time Segmentation® | advancedtimesegmentation.com Reviews
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Advanced Time Segmentation is a different way of looking at and presenting financial planning. At its core, we match our client’s assets to their income liabilities. Meaning, we lay out a strategy that creates inflation-adjusted income that addresses risk by giving equities time to potentially grow untouched. This approach allocates assets into different time segments based on the period of time when those assets are expected to generate income. Advanced Time Segmentation seeks to provide investors with ...
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Advanced Time Segmentation® | advancedtimesegmentation.com Reviews

https://advancedtimesegmentation.com

Advanced Time Segmentation is a different way of looking at and presenting financial planning. At its core, we match our client’s assets to their income liabilities. Meaning, we lay out a strategy that creates inflation-adjusted income that addresses risk by giving equities time to potentially grow untouched. This approach allocates assets into different time segments based on the period of time when those assets are expected to generate income. Advanced Time Segmentation seeks to provide investors with ...

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Advanced Time Segmentation®

http://www.advancedtimesegmentation.com/index.php

Advanced Time Segmentation is a different way of looking at and presenting financial planning. At its core, we match our client’s assets to their income liabilities. Meaning, we lay out a strategy that creates inflation-adjusted income that addresses risk by giving equities time to potentially grow untouched. This approach allocates assets into different time segments based on the period of time when those assets are expected to generate income. Advanced Time Segmentation seeks to provide investors with ...

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Advanced Time Segmentation

http://www.advancedtimesegmentation.com/findadvisor.php

P 714 . 634 . 8051 / f. 714 . 634 . 2011. Complete the form below to request more information. Registered representatives offering securities through First Allied Securities, Inc. (FASI) a registered broker dealer, member FINRA/SIPC. Advisory services offered through First Allied Advisory Services, Inc. (FAAS) and Orange Capital Management, Inc. (OCM) are both register investment advisers. OCM is not affiliated with FASI or FAAS. For Advisor use only.

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Lifestyle | Harvest Financial

http://www.harvestfinancial.com/resource-center/lifestyle

200 South Los Robles, Suite 440. Pasadena, California 91101. Phone: 626.768.3000. Fax:  626.395.7750. Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”. It’s never a bad time to speak with your financial advisor about changes in your situation. Please Leave Home Without It.

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Our Approach - Orange Capital Management

http://www.orangecapitalmanagement.com/our-approach

And incorporate different estate planning tools as needed. We will then address the 13 Wealth Management Principles we have identified as being essential to a complete Wealth Management Strategy. Your Wealth Advisor will work with our whole team to develop the sound strategy that your wealth deserves. Advanced Time Segmentation (ATS). To Find Out Even More About Advanced Time Segmentation Click Here! Complete Wealth Management Principles. Orange Capital Management, Inc. 333 South Anita Drive, Suite 700.

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Our Investment Portfolio | Harvest Financial

http://www.harvestfinancial.com/p/our-investment-portfolio

200 South Los Robles, Suite 440. Pasadena, California 91101. Phone: 626.768.3000. Fax:  626.395.7750. Offering a wide-range of investment opportunities. All other major exchanges. 144 and other restricted securities sales. Performance monitoring and reporting. Oil and Gas Programs. Real Estate LLC’s. And More . . . Education and 529 plans. For more information on any of the above investment products and services, please contact your representative. 200 South Los Robles. FINRA series 7, 24, 66.

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Client Access | Harvest Financial

http://www.harvestfinancial.com/p/client-access

200 South Los Robles, Suite 440. Pasadena, California 91101. Phone: 626.768.3000. Fax:  626.395.7750. For First Allied Securities, Inc. client account access, click on the appropriate clearing agent link for your account. Check the background of your financial professional on FINRA's BrokerCheck. Registered representative offering securities through First Allied Securities, Inc., a Registered Broker/Dealer, Member FINRA. 200 South Los Robles. FINRA series 7, 24, 66.

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Services We Offer | Harvest Financial

http://www.harvestfinancial.com/p/services-we-offer

200 South Los Robles, Suite 440. Pasadena, California 91101. Phone: 626.768.3000. Fax:  626.395.7750. Comprehensive investment experience and services. This is our firm's full capabilities brochure. Whether you're a first time investor or an old pro, and desire to plan for your children's college education, build a business or save for retirement, we'd like to develop a strategy to help get you there. What should you be invested in? There is no one answer to this question. A financial planner can hel...

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Tools | Harvest Financial

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200 South Los Robles, Suite 440. Pasadena, California 91101. Phone: 626.768.3000. Fax:  626.395.7750. Our glossary of terms has more than 200 entries that explain various financial concepts, ideas, and strategies. Scroll through and find the information you need. Our tax center was designed to help you access the resources you may need to prepare for the upcoming tax season. Click on the link to find tax tools and information. Check the background of your financial professional on FINRA's BrokerCheck.

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Tax Resources | Harvest Financial

http://www.harvestfinancial.com/tools/tax-resources

200 South Los Robles, Suite 440. Pasadena, California 91101. Phone: 626.768.3000. Fax:  626.395.7750. Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. 200 South Los Robles. FINRA series 7, 24, 66.

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Team | Harvest Financial

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200 South Los Robles, Suite 440. Pasadena, California 91101. Phone: 626.768.3000. Fax:  626.395.7750. Professional, courteous, and independent on your behalf. We realize in addition to our financial management experience, independent advice and investment resources, the foundation to building client trust is achieved in personalized service and responsiveness. . Peter C. Han. 626768.3000 ext 103. Click to read more. 626768.3000 ext 105. Click to read more. 626768.3000 ext 104. Click to read more. Carolin...

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All Calculators | Harvest Financial

http://www.harvestfinancial.com/resource-center/calculators

200 South Los Robles, Suite 440. Pasadena, California 91101. Phone: 626.768.3000. Fax:  626.395.7750. A Look at Systematic Withdrawals. Roth 401(k) vs. Traditional 401(k). Potential Income from an IRA. What Is My Life Expectancy? What Is My Current Net Worth? What's My Potential Estate Tax? Taxable vs. Tax-Deferred Savings. How Compound Interest Works. What Is My Risk Tolerance? What Is the Dividend Yield? Impact of Taxes and Inflation. Contributing to an IRA? Assess Your Life Insurance Needs.

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Wealth Management | Harvest Financial

http://www.harvestfinancial.com/p/wealth-management

200 South Los Robles, Suite 440. Pasadena, California 91101. Phone: 626.768.3000. Fax:  626.395.7750. Our investment philosophy is defined by a stringent set of principles, which guides us ’ and our clients ’ in creating long-term strategies designed to achieve their specific investment goals and objectives. We manage the 2 greatest risk factors for our clients:. Investment Management is a business, not a part-time job. We do not try to be all things to all people. We concentrate on meeting the compl...

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Time and Attendance Solutions. Advanced Time Management provides over 1,500 companies with employee time tracking and labor management. Advanced Time Management offers integration services with payroll, HR and security access. Our knowledgeable service team provides unmatched value in training, configuration, and support services. Tracking employee time and wage information. Automating the entire punch-to-paycheck process. Controlling employee absenteeism and overtime. Powered by StratumSites™.

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Time and Attendance Solutions. Advanced Time Management provides over 1,500 companies with employee time tracking and labor management. Advanced Time Management offers integration services with payroll, HR and security access. Our knowledgeable service team provides unmatched value in training, configuration, and support services. Tracking employee time and wage information. Automating the entire punch-to-paycheck process. Controlling employee absenteeism and overtime. Powered by StratumSites™.

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Advanced Time Segmentation®

Advanced Time Segmentation is a different way of looking at and presenting financial planning. At its core, we match our client’s assets to their income liabilities. Meaning, we lay out a strategy that creates inflation-adjusted income that addresses risk by giving equities time to potentially grow untouched. This approach allocates assets into different time segments based on the period of time when those assets are expected to generate income. Advanced Time Segmentation seeks to provide investors with ...

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