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A will may be only one of the documents you need and one factor to consider when it comes to managing your estate. Raise Your Retirement Income. Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity. Women are great at multi-tasking. But many drop the ball when preparing for retirement. What Can a Million Dollars Buy You? 1 million in a diversified portfolio could help finance part of your retirement. When Do You Need a Will? Is a SEP-IRA Righ...

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A will may be only one of the documents you need and one factor to consider when it comes to managing your estate. Raise Your Retirement Income. Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity. Women are great at multi-tasking. But many drop the ball when preparing for retirement. What Can a Million Dollars Buy You? 1 million in a diversified portfolio could help finance part of your retirement. When Do You Need a Will? Is a SEP-IRA Righ...
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Home | Leroux Lochow Financial | lerouxlochowfinancial.com Reviews

https://lerouxlochowfinancial.com

A will may be only one of the documents you need and one factor to consider when it comes to managing your estate. Raise Your Retirement Income. Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity. Women are great at multi-tasking. But many drop the ball when preparing for retirement. What Can a Million Dollars Buy You? 1 million in a diversified portfolio could help finance part of your retirement. When Do You Need a Will? Is a SEP-IRA Righ...

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Products and Services

http://www.lerouxlochowfinancial.com/p/products-and-services

We provide assistance in the following areas:. Check the background of your financial professional on FINRA's BrokerCheck. Advisory services offered through Investment Advisors, a division of ProEquities, Inc. A registered investment advisor. Securities offered through ProEquities, Inc., a registered broker/dealer and member FINRA. 1374 South Milledge Avenue, Athens, GA 30605, 1-800-255-6641. Protective Financial Services or PFS is independent of ProEquities, Inc. 164 East Main Street.

2

Estate Management 101 | Leroux Lochow Financial

http://www.lerouxlochowfinancial.com/resource-center/estate/estate-management-101

A will may be only one of the documents you need and one factor to consider when it comes to managing your estate. When Do You Need a Will? When do you need a will? The answer is easy: right now. And the Executor Is. The right executor may help ensure the distribution of your assets is done with as little upheaval as possible. Principles of Preserving Wealth. How federal estate taxes work, plus estate management documents and tactics. Have A Question About This Topic? 164 East Main Street.

3

Tax Resources | Leroux Lochow Financial

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

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. Check the background of your financial professional on FINRA's BrokerCheck. Advisory services offered through Investment Advisors, a division of ProEquities, Inc.

4

Money | Leroux Lochow Financial

http://www.lerouxlochowfinancial.com/resource-center/money

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work. A money management approach involves creating budgets to understand and make decisions about where your money is going. It also involves knowing where you may be able to put your excess cash to work. The Power of Compound Interest. Learn how to harness the power of compound interest for your investments. The Cost of Procrastination. How Does Your Credit Score Compare? This c...

5

Retirement | Leroux Lochow Financial

http://www.lerouxlochowfinancial.com/resource-center/retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. Raise Your Retirement Income. Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity. Longer, healthi...

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Home | Leroux Lochow Financial

A will may be only one of the documents you need and one factor to consider when it comes to managing your estate. Raise Your Retirement Income. Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity. Women are great at multi-tasking. But many drop the ball when preparing for retirement. What Can a Million Dollars Buy You? 1 million in a diversified portfolio could help finance part of your retirement. When Do You Need a Will? Is a SEP-IRA Righ...

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