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Our mission is to provide clients with the financial stability that allows them to pursue what is important to them.  Whatever your goals, our unique and well-defined process ensures you have the financial resources to accomplish what is most important to you.  Our motto is Preserve/Grow/Live - we will provide you high quality financial advice and a broad array of services to PRESERVE the assets you have, GROW these assets, so you can LIVE.  We utilize our many 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 assist you at each stage throughout your financial journey.

 

PRESERVE

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

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GROW

Even in retirement you need growth.  Growth assets are invested in portfolios designed to provide capital appreciation to meet 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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Download "Retire Happy," Our Free Ebook!

Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."

Helpful Content

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

Value vs. Growth Investing

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Red Flags for Tax Auditors

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

 

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

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Comparing Investments

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

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Saving for College

This calculator can help you estimate how much you should be saving for college.

Bi-Weekly Payments

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

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Your Cash Flow Statement

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

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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

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The Rule of 72

Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.

Global and International Funds

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

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Jane Bond: Scaling the Ladder

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

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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