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[\/et_pb_text][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”4.4.3″ global_colors_info=”{}”][et_pb_button button_url=”https:\/\/401advisor.com\/contact\/” button_text=”Free Consultation” _builder_version=”4.14.2″ custom_button=”on” button_text_color=”#283444″ button_bg_color=”#ddccb8″ button_border_color=”rgba(0,0,0,0)” button_border_radius=”0px” button_letter_spacing=”2px” button_font=”Darker Grotesque|900||on|||||” button_use_icon=”off” positioning=”absolute” position_origin_a=”center_right” position_origin_a_tablet=”” position_origin_a_phone=”” position_origin_a_last_edited=”on|desktop” position_origin_f_tablet=”” position_origin_f_phone=”” position_origin_f_last_edited=”on|desktop” position_origin_r_tablet=”” position_origin_r_phone=”” position_origin_r_last_edited=”on|desktop” custom_margin=”||||false|false” custom_padding=”15px|40px|15px|40px|true|true” button_text_size_tablet=”20px” button_text_size_phone=”16px” button_text_size_last_edited=”on|phone” positioning_tablet=”relative” positioning_phone=”” positioning_last_edited=”on|tablet” locked=”off” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Services” _builder_version=”4.4.3″ global_colors_info=”{}”][et_pb_row _builder_version=”4.4.3″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.4.3″ global_colors_info=”{}”][et_pb_blurb icon_placement=”left” image_icon_width=”64px” content_max_width=”100%” image_icon_width_tablet=”64px” image_icon_width_phone=”32px” image_icon_width_last_edited=”on|tablet” _builder_version=”4.13.0″ header_font=”Darker Grotesque|900|||||||” header_font_size=”22px” header_line_height=”1.4em” body_font=”Darker Grotesque|600|||||||” body_font_size=”18px” body_line_height=”1.4em” background_color=”#f8f5f1″ custom_padding=”40px|20px|40px|20px|true|true” animation=”off” image_max_width=”64px” image_max_width_tablet=”” image_max_width_phone=”32px” image_max_width_last_edited=”on|tablet” global_colors_info=”{}”]<\/p>\n
At 401 Advisor, we specialize in offering our clients retirement planning solutions, both before and during retirement. We understand that long-term growth of wealth is accomplished through prudent, conservative, and active investment strategies, which start with sound financial planning.<\/p>\n
We operate with the highest of fiduciary standards and consider a long-term relationship built on trust and transparency to be our ultimate goal. Whether you are looking for asset growth or a lifetime income, we have your solution.<\/p>\n
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With over 30 years of investment experience our fee-based, full discretion, proactive investment management provides the security you need to focus on what really matters to you.<\/p>\n
[\/et_pb_blurb][et_pb_blurb title=”Tax Preparation and Planning” image=”https:\/\/401advisor.com\/wp-content\/uploads\/2021\/08\/financial-advisor-icon-71x.png” icon_placement=”left” image_icon_width=”64px” content_max_width=”100%” image_icon_width_tablet=”64px” image_icon_width_phone=”32px” image_icon_width_last_edited=”on|tablet” _builder_version=”4.13.0″ header_font=”Darker Grotesque|900|||||||” header_font_size=”22px” header_line_height=”1.4em” body_font=”Darker Grotesque|600|||||||” body_font_size=”18px” body_line_height=”1.4em” background_color=”#f8f5f1″ custom_padding=”40px|20px|40px|20px|true|true” animation=”off” image_max_width=”64px” image_max_width_tablet=”” image_max_width_phone=”32px” image_max_width_last_edited=”on|tablet” global_colors_info=”{}”]<\/p>\n
Traditional tax preparation is backward-looking, only recording what you did, and what\u2019s too late to fix. Tax planning is forward-looking to minimize the future impact of taxation. Come experience the difference a forward-looking CFP \u00ae can make.<\/p>\n
[\/et_pb_blurb][et_pb_blurb title=”Estate Planning” image=”https:\/\/401advisor.com\/wp-content\/uploads\/2021\/08\/financial-advisor-icon-121x.png” icon_placement=”left” image_icon_width=”64px” content_max_width=”100%” image_icon_width_tablet=”64px” image_icon_width_phone=”32px” image_icon_width_last_edited=”on|tablet” _builder_version=”4.13.0″ header_font=”Darker Grotesque|900|||||||” header_font_size=”22px” header_line_height=”1.4em” body_font=”Darker Grotesque|600|||||||” body_font_size=”18px” body_line_height=”1.4em” background_color=”#f8f5f1″ custom_padding=”40px|20px|40px|20px|true|true” animation=”off” image_max_width=”64px” image_max_width_tablet=”” image_max_width_phone=”32px” image_max_width_last_edited=”on|tablet” global_colors_info=”{}”]<\/p>\n
Over 30 plus years we\u2019ve been involved with many clients in helping them settle their estates. Whether a simple estate, a small business owner, or one involving heirs with special needs we can help develop a strategy that offers your family financial security and peace of mind.<\/p>\n
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Retirement Planning is more than just investing. A good plan involves tax planning, long-term income planning, and overall wealth management.<\/p>\n
[\/et_pb_blurb][et_pb_blurb title=”Risk Management” image=”https:\/\/401advisor.com\/wp-content\/uploads\/2021\/08\/financial-advisor-icon-11x.png” icon_placement=”left” image_icon_width=”64px” content_max_width=”100%” image_icon_width_tablet=”64px” image_icon_width_phone=”32px” image_icon_width_last_edited=”on|tablet” _builder_version=”4.13.0″ header_font=”Darker Grotesque|900|||||||” header_font_size=”22px” header_line_height=”1.4em” body_font=”Darker Grotesque|600|||||||” body_font_size=”18px” body_line_height=”1.4em” background_color=”#f8f5f1″ custom_padding=”40px|20px|40px|20px|true|true” animation=”off” image_max_width=”64px” image_max_width_tablet=”” image_max_width_phone=”32px” image_max_width_last_edited=”on|tablet” locked=”off” global_colors_info=”{}”]<\/p>\n
We view risk mitigation as an integral component of our financial planning process, focusing on everything from your asset allocation to your personal balance sheet.<\/p>\n
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1234 Divi St. #1000
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Our ServicesAt 401 Advisor, we specialize in offering our clients retirement planning solutions, both before and during retirement. We understand that long-term growth of wealth is accomplished through prudent, conservative, and active investment strategies, which start with sound financial planning. We operate with the highest of fiduciary standards and consider a long-term relationship built on […]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","footnotes":""},"class_list":["post-44","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/401advisor.com\/index.php?rest_route=\/wp\/v2\/pages\/44","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/401advisor.com\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/401advisor.com\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/401advisor.com\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/401advisor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=44"}],"version-history":[{"count":0,"href":"https:\/\/401advisor.com\/index.php?rest_route=\/wp\/v2\/pages\/44\/revisions"}],"wp:attachment":[{"href":"https:\/\/401advisor.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=44"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}