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Your Trusted Advisor

Our mission is to help you pursue your financial goals by providing you high quality financial advice and services. We utilize our 30 plus years of experience to help individuals, families and business owners plan for their financial needs. The professionals at Endeavor Wealth Management will help you plan for retirement, manage your income, and construct investment strategies to help you pursue the goals most important to you. We use a variety of investment vehicles including fee-based managed accounts, mutual funds, ETFs, annuities, insurance and bond portfolios to help you work towards your goals to grow and distribute your wealth so you can live and enjoy the confidence of not having to worry about your financial life.

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PRESERVE

Everything we do is with special attention to risk management. Protecting what you have is paramount.

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GROW

Even in retirement you need growth.  Our tactical investment models are designed with growth objectives to help pursue your long-term goals.

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LIVE

We assist you with the financial aspects of your life to provide you  the resources and time to enjoy what matters most to you.

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Helpful Content

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

 

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

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