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Richard Taborda, CFP®

Wealth Management

What are your dreams for the future? Have you translated that vision into measureable goals?
  • Comfortable retirement
  • Providing for a child’s education
  • Creating a family legacy
  • Planning a new business
  • Caring for elderly parents
  • Providing indefinitely for a child’s special needs

What are the obstacles to realizing your dreams?

The Financial Life Planning process will help you to clarify your values, priorities, circumstances, and aspirations. This process allows us to offer personalized wealth management solutions such as identification of your life objectives, financial goals and challenges, proper management of your resources, identification of new opportunities, effective cash management, investment management, tax-efficient education funding and the formulation of wealth transfer strategies.

We recognize that providing consistent, high-quality service is an essential part of helping you achieve your goals.
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IMPORTANT DISCLOSURES


Copyright © 2016 LBT Wealth Management, LLC.

The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of NJ and TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


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