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Welcome to Shorewood Wealth Advisors, LLC. Retirement Planning and 401(k) Management. We believe retirement planning has never been more important than it is right now. With people living longer and social security no longer a given, the choices we make in retirement planning can be crucial to everyone's future. Latest Video Client Alert. Financial Mistakes People Make at Different Ages. Five Ways to Manage Risk in Your Retirement Savings Plan. The Cost of Credit. What is asset allocation? Each type of i...

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Home - Shorewood Wealth Advisors, LLC | shorewoodwealth.com Reviews

https://shorewoodwealth.com

Welcome to Shorewood Wealth Advisors, LLC. Retirement Planning and 401(k) Management. We believe retirement planning has never been more important than it is right now. With people living longer and social security no longer a given, the choices we make in retirement planning can be crucial to everyone's future. Latest Video Client Alert. Financial Mistakes People Make at Different Ages. Five Ways to Manage Risk in Your Retirement Savings Plan. The Cost of Credit. What is asset allocation? Each type of i...

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1

Market Summaries - Shorewood Wealth Advisors, LLC

http://www.shorewoodwealth.com/MarketSummaries.aspx

Of this financial professional on FINRA's BrokerCheck. 8/29: Personal income and outlays. 8/30: Case-Shiller Home Price Index, consumer confidence. 8/31: Pending Home Sales Index. 9/1: PMI Manufacturing Index, ISM Manufacturing Index. 9/2: Employment situation, international trade, factory orders. Market Week: August 29, 2016. The Markets (as of market close August 26, 2016). Fed Funds target rate. In the week ended August 20, the advance figure for seasonally adjusted initial unemployment insurance clai...

2

Wealth Management - Shorewood Wealth Advisors, LLC

http://www.shorewoodwealth.com/Custom.aspx?apId=75624

Of this financial professional on FINRA's BrokerCheck. Individual Financial Planning/Wealth Management. Individual Financial Planning / Wealth Management. We have access to all types of investments and can help you through difficult times with guidance that has only one goal, providing you with the best opportunities to succeed. We listen to your goals and concerns and craft a plan designed just for you and your unique situation. At Shorewood, your satisfaction is our only priority.

3

Home - Shorewood Wealth Advisors, LLC

http://www.shorewoodwealth.com/Home.aspx

Of this financial professional on FINRA's BrokerCheck. Welcome to Shorewood Wealth Advisors, LLC. Retirement Planning and 401(k) Management. We believe retirement planning has never been more important than it is right now. With people living longer and social security no longer a given, the choices we make in retirement planning can be crucial to everyone's future. Latest Video Client Alert. Quiz: Test Your Interest Rate Knowledge. How to Get a Bigger Social Security Retirement Benefit. What is the most...

4

Tell A Friend - Shorewood Wealth Advisors, LLC

http://www.shorewoodwealth.com/TellAFriend.aspx

Of this financial professional on FINRA's BrokerCheck. E-mail a Friend about this website. The following website url will be included at the top of the message:. Http:/ www.shorewoodwealth.com (Shorewood Wealth Advisors, LLC). Here is a financial services website I thought you might like to view. Type the code from the image. Check the background of this financial professional on FINRA's BrokerCheck.

5

Site Map - Shorewood Wealth Advisors, LLC

http://www.shorewoodwealth.com/SiteMap.aspx

Of this financial professional on FINRA's BrokerCheck. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS or Kestra AS is not affiliated with Shorewood Wealth Advisors. Check the background of this financial professional on FINRA's BrokerCheck.

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Home - Shorewood Wealth Advisors, LLC

Welcome to Shorewood Wealth Advisors, LLC. Retirement Planning and 401(k) Management. We believe retirement planning has never been more important than it is right now. With people living longer and social security no longer a given, the choices we make in retirement planning can be crucial to everyone's future. Latest Video Client Alert. Financial Mistakes People Make at Different Ages. Five Ways to Manage Risk in Your Retirement Savings Plan. The Cost of Credit. What is asset allocation? Each type of i...

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