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PAY LESS TAX - EATON-CAMBRIDGE, INC.
http://www.eatoncambridge.com/pay-less-tax.html
Cover Your Risks With Insurance. CONSIDER US YOUR CHIEF FINANCIAL OFFICER. Good fortune is what happens when opportunity meets with plann . Every well crafted financial plan has a tax mitigation strategy. As CPAs and CFPs, we take taxes seriously, and know the negative impact they can have on your returns if not managed properly. A well-crafted tax reduction strategy coordinated with a prudently managed investment portfolio can drastically reduce your tax liability. Individual Retirement Accounts (IRAs).
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Plan For Retirement - EATON-CAMBRIDGE, INC.
http://www.eatoncambridge.com/plan-for-retirement.html
Cover Your Risks With Insurance. CONSIDER US YOUR CHIEF FINANCIAL OFFICER. Good fortune is what happens when opportunity meets with plann . At some point in life you're going to decide it's time to stop working for money, or, circumstances will determine that for you. Either way, it's important that you've prepared well and will have the means to maintain your lifestyle for the remainder of your life. Let us help you dream big and design a plan to get you there. TALK TO AN E-C ADVISOR.
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Financial Advice - EATON-CAMBRIDGE, INC.
http://www.eatoncambridge.com/financial-advice.html
Cover Your Risks With Insurance. We want to hear from you. If you would like to speak with an Eaton-Cambridge wealth manager advisor or have a financial question, please complete this form and we will contact you. Or you may call us at 480-385-7392. 3333 N. Hayden Road Scottsdale, AZ 85251 480.385.7393. Website by Validia Consulting. Cover Your Risks With Insurance.
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INVESTMENT MANAGEMENT - EATON-CAMBRIDGE, INC.
http://www.eatoncambridge.com/investment-management.html
Cover Your Risks With Insurance. CREATING YOUR INVESTMENT PLAN FOR LIFE. Asset Class Portfolio Management. Asset Allocation Recommendation, Monitoring, and Rebalancing. Trusts, Traditional IRAs, Roth IRAs, and 529 Plans. Capital markets do a good job of fairly pricing all available information and investor expectations about publicly traded securities. Comprehensive, global asset allocation can neutralize the risks specific to individual securities. Risk and return are related:.
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ABOUT US - EATON-CAMBRIDGE, INC.
http://www.eatoncambridge.com/about-us.html
Cover Your Risks With Insurance. At Eaton-Cambridge, we work with investors who care deeply about the important things in life and who find joy in places far more permanent than beating the S&P 500, achieving a lower portfolio standard deviation, or being invested in the hot asset class of the week. At Eaton-Cambridge we're your financial architects, helping design an investment plan for life. WE STACKED THE ROSTER:. 3333 N. Hayden Road Scottsdale, AZ 85251 480.385.7393. Website by Validia Consulting.
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Marc Giannone - EATON-CAMBRIDGE, INC.
http://www.eatoncambridge.com/marc-giannone.html
Cover Your Risks With Insurance. Partner / Wealth Management Advisor. 480385.7392 marc@eatoncambridge.com. A graduate of Messiah College in Grantham, PA, Marc is involved with various non-profit organizations including Barrio Nuevo Phoenix, a non-profit, community development organization serving the Greater Phoenix area and Young Life. He and his wife live in downtown Phoenix, Arizona. Learn More About Marc on this brief video. 3333 N. Hayden Road Scottsdale, AZ 85251 480.385.7393.
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Robert Korljan - EATON-CAMBRIDGE, INC.
http://www.eatoncambridge.com/robert-korljan.html
Cover Your Risks With Insurance. Robert "Bob" Korljan, CPA/PFS, AEP. Bob Korljan is the Founder and President of Eaton-Cambridge, offering comprehensive wealth building strategies: investment, tax, and estate planning. He is board certified by the American Institute of Certified Public Accountants with the specialty designation Personal Financial Specialist, and he graduated from Arizona State University and Covenant Theological Seminary. 3333 N. Hayden Road Scottsdale, AZ 85251 480.385.7393.
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Careers - EATON-CAMBRIDGE, INC.
http://www.eatoncambridge.com/careers.html
Cover Your Risks With Insurance. Two years-plus financial services experience. Be you. We know you’re really good at it and that’s why we’d hire you. Work hard. You will be rewarded with personal satisfaction, fun, and financial incentives. Not grumpy. We need more smiley people in our office. Do the right thing every time. Keep learning new things and share with the team. We need people smarter than us. You’ll learn the rest on the job. We’ll figure it out together along the way.
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Maximize Social Security - EATON-CAMBRIDGE, INC.
http://www.eatoncambridge.com/maximize-social-security.html
Cover Your Risks With Insurance. CONSIDER US YOUR CHIEF FINANCIAL OFFICER. Good fortune is what happens when opportunity meets with plann . We've been brainwashed into thinking Social Security isn't going to be there for the long term, so many couples ignore it when it comes to their retirement planning. Their attitude is "Don't count on it because it may not be there.". Is adjusted annually for inflation. Is tax-advantaged—at worst, it's only 85% taxable as normal income. COVER YOUR RISK WITH INSURANCE.
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401(k) For Businesses - EATON-CAMBRIDGE, INC.
http://www.eatoncambridge.com/401k-for-businesses.html
Cover Your Risks With Insurance. CREATING A 401(k) PLAN FOR YOUR BUSINESS. As a business owner, there are a number of reasons why you may consider establishing a 401K plan for you and your employees. Are you the only employee of your business? There may be a way for you to still benefit from a 401k. We're happy to help you think through your options and suggest a solution that meets your personal and business needs. 3333 N. Hayden Road Scottsdale, AZ 85251 480.385.7393. Website by Validia Consulting.
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