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Home | North Ranch Financial Group, Inc.

Phone 805.495.8166. Fax 805.497.8319. The Financial Planning Process. Insurance / Risk Management. Our Network of Relationships. In Your 60s and Beyond. Life is supposed to be fun.". Life is supposed to be fun.". Life is supposed to be fun.". Life is supposed to be fun.". Certain Uncertainties in Retirement. The uncertainties we face in retirement can erode our sense of confidence. When Heirs are Imperfect. Test Your Estate Strategy Knowledge. What the New Tax Bill Means for You. Estimate how long your r...

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CONTACTS AT NORTHRANCHFINANCIALGROUP.COM

James Kottra

250 N. ●●●●●●●e Blvd.

Westla●●●●●●llage,

US

(805●●●●8166
ir●●@northranchfinancialgroup.com

View this contact

James Kottra

250 N. ●●●●●●●e Blvd.

Westla●●●●●●llage,

US

(805●●●●8166
ir●●@northranchfinancialgroup.com

View this contact

James Kottra

250 N. ●●●●●●●e Blvd.

Westla●●●●●●llage,

Record●●●●●●pdated , on, 2014

(805●●●●8166
200●●●-07
ir●●@northranchfinancialgroup.com

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Home | North Ranch Financial Group, Inc. | northranchfinancialgroup.com Reviews

https://northranchfinancialgroup.com

Phone 805.495.8166. Fax 805.497.8319. The Financial Planning Process. Insurance / Risk Management. Our Network of Relationships. In Your 60s and Beyond. Life is supposed to be fun.". Life is supposed to be fun.". Life is supposed to be fun.". Life is supposed to be fun.". Certain Uncertainties in Retirement. The uncertainties we face in retirement can erode our sense of confidence. When Heirs are Imperfect. Test Your Estate Strategy Knowledge. What the New Tax Bill Means for You. Estimate how long your r...

INTERNAL PAGES

northranchfinancialgroup.com northranchfinancialgroup.com
1

Money | North Ranch Financial Group, Inc.

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

Phone 805.495.8166. Fax 805.497.8319. The Financial Planning Process. Insurance / Risk Management. Our Network of Relationships. In Your 60s and Beyond. 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. Your Cash Flow Statement.

2

Tax | North Ranch Financial Group, Inc.

http://www.northranchfinancialgroup.com/resource-center/tax

Phone 805.495.8166. Fax 805.497.8319. The Financial Planning Process. Insurance / Risk Management. Our Network of Relationships. In Your 60s and Beyond. Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Making Your Tax Bracket Work. Here's a breakdown of...

3

In Your 20s | North Ranch Financial Group, Inc.

http://www.northranchfinancialgroup.com/p/in-your-20s

Phone 805.495.8166. Fax 805.497.8319. The Financial Planning Process. Insurance / Risk Management. Our Network of Relationships. In Your 60s and Beyond. Managing your finances for the first time can be overwhelming, but the sooner you start setting goals for yourself, the brighter your future will be. This really is the best time to establish a solid financial foundation for the rest of your life. We can help you answer the following questions:. How do I create a budget and pay off my student loans?

4

In Your 30s | North Ranch Financial Group, Inc.

http://www.northranchfinancialgroup.com/p/in-your-30s

Phone 805.495.8166. Fax 805.497.8319. The Financial Planning Process. Insurance / Risk Management. Our Network of Relationships. In Your 60s and Beyond. This next decade is the most pivotal time to create your goals-based-plan as you start a family and take on more responsibilities. You will want to protect your family and your effort to build your wealth. We can help you answer the following questions:. What should I do with my 401K if I change jobs? Do I have adequate life and disability insurance?

5

Our Network of Relationships | North Ranch Financial Group, Inc.

http://www.northranchfinancialgroup.com/p/our-network-of-relationships

Phone 805.495.8166. Fax 805.497.8319. The Financial Planning Process. Insurance / Risk Management. Our Network of Relationships. In Your 60s and Beyond. Our Network of Relationships. Just as we stand behind you to help you pursue your financial dreams, we have teams standing behind us and support our business. These firms also strengthen our relationship by providing the resources we need to better serve you. Pershing and Cetera Investment Services. Roy Moraly – CPA. Newt Goodwell - CPA. James Kottra, Ma...

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Home | North Ranch Financial Group, Inc.

Phone 805.495.8166. Fax 805.497.8319. The Financial Planning Process. Insurance / Risk Management. Our Network of Relationships. In Your 60s and Beyond. Life is supposed to be fun.". Life is supposed to be fun.". Life is supposed to be fun.". Life is supposed to be fun.". Certain Uncertainties in Retirement. The uncertainties we face in retirement can erode our sense of confidence. When Heirs are Imperfect. Test Your Estate Strategy Knowledge. What the New Tax Bill Means for You. Estimate how long your r...

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